Concord Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-48	Closed	-$6.11K	–	885
2025 Q2	$6.11K	Sell	48 -6	-11%	-$715	﹤0.01%	605
2025 Q1	$6.45K	Buy	54 +6	+13%	+$731	﹤0.01%	556
2024 Q4	$5.67K	Buy	+48	New	+$5.68K	﹤0.01%	586
2024 Q3	–	Sell	-21	Closed	-$2.1K	–	1029
2024 Q2	$2.1K	Hold	21	–	–	﹤0.01%	662
2024 Q1	$2.15K	Hold	21	–	–	﹤0.01%	748
2023 Q4	$1.94K	Sell	21 -253	-92%	-$21.3K	﹤0.01%	715
2023 Q3	$22K	Hold	274	–	–	﹤0.01%	495
2023 Q2	$22.3K	Hold	274	–	–	﹤0.01%	491
2023 Q1	$21.3K	Hold	274	–	–	0.01%	480
2022 Q4	$22.7K	Buy	+274	New	+$22.6K	0.01%	503
2022 Q3	–	Sell	-307	Closed	-$24K	–	1106
2022 Q2	$24K	Hold	307	–	–	0.01%	509
2022 Q1	$29K	Hold	307	–	–	0.01%	557
2021 Q4	$30K	Hold	307	–	–	0.01%	560
2021 Q3	$28K	Sell	307 -107	-26%	-$9.87K	0.01%	320
2021 Q2	$37K	Sell	414 -8	-2%	-$723	0.01%	394
2021 Q1	$36K	Buy	422 +209	+98%	+$16.7K	0.01%	386
2020 Q4	$16K	Buy	+213	New	+$14.1K	0.01%	330

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concord Wealth Partners's VFH Position: Q3 2025 in Review

Concord Wealth Partners sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 48 shares — an estimated $6.11K sold.

Concord Wealth Partners first reported a position in VFH in Q4 2020 and held it in 17 quarters. The position peaked at $37K in Q2 2021. 710 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

Concord Wealth Partners reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 48 Vanguard Financials ETF shares in Q3 2025, an estimated $6.11K.
Concord Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 17 quarters.
Concord Wealth Partners's Vanguard Financials ETF position peaked at $37K in Q2 2021.
710 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.