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Coldstream Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Coldstream Capital Management’s Portfolio VFH Stock Details VFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$4.3K – 3277
2025
Q1 		$4.3K Buy
+36
New +$4.39K ﹤0.01% 2766

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coldstream Capital Management's VFH Position: Q2 2025 in Review

Coldstream Capital Management sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 36 shares — an estimated $4.3K sold.

Coldstream Capital Management first reported a position in VFH in Q1 2025 and held it in 1 quarter. The position peaked at $4.3K in Q1 2025. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Coldstream Capital Management reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 36 Vanguard Financials ETF shares in Q2 2025, an estimated $4.3K.
  • Coldstream Capital Management first reported a position in Vanguard Financials ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Vanguard Financials ETF position peaked at $4.3K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.