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Congress Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Congress Wealth 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 		$5.23M Buy
41,103
+8,751
+27% +$1.04M 0.05% 373
2025
Q1 		$3.87M Sell
32,352
-15,129
-32% -$1.84M 0.05% 368
2024
Q4 		$5.61M Sell
47,481
-593
-1% -$70.1K 0.08% 272
2024
Q3 		$5.28M Buy
48,074
+748
+2% +$79.3K 0.07% 287
2024
Q2 		$4.73M Buy
47,326
+236
+0.5% +$23.6K 0.08% 252
2024
Q1 		$4.82M Buy
47,090
+10,186
+28% +$977K 0.08% 232
2023
Q4 		$3.4M Buy
36,904
+34,034
+1,186% +$2.86M 0.06% 259
2023
Q3 		$231K Sell
2,870
-19,804
-87% -$1.66M ﹤0.01% 562
2023
Q2 		$1.84M Sell
22,674
-23,386
-51% -$1.84M 0.04% 275
2023
Q1 		$3.59M Buy
46,060
+43,291
+1,563% +$3.66M 0.09% 216
2022
Q4 		$229K Sell
2,769
-42,894
-94% -$3.54M 0.01% 518
2022
Q3 		$3.4M Sell
45,663
-12,288
-21% -$999K 0.09% 218
2022
Q2 		$4.47M Buy
57,951
+4,187
+8% +$354K 0.11% 196
2022
Q1 		$5.02M Buy
53,764
+7,066
+15% +$677K 0.11% 206
2021
Q4 		$4.51M Buy
+46,698
New +$4.55M 0.09% 236

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

Congress Wealth Management's VFH Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Financials ETF (VFH) stake by 27% in Q2 2025, buying an estimated $1.04M and bringing the position to 41,103 shares worth $5.23M. The position accounts for 0.05% of the portfolio, ranked #373.

Congress Wealth Management first reported a position in VFH in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.61M in Q4 2024. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Congress Wealth Management held 41,103 shares of Vanguard Financials ETF worth $5.23M as of Q2 2025.
  • Congress Wealth Management bought 8,751 Vanguard Financials ETF shares in Q2 2025, an estimated $1.04M.
  • Vanguard Financials ETF made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #373 holding.
  • Congress Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Vanguard Financials ETF position peaked at $5.61M in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.