Elevation Capital Advisory’s Vanguard Financials ETF VFH Stock Holding History

Elevation Capital Advisory’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	-10,113	Closed	-$1.29M	–	80
2025 Q2	$1.29M	Sell	10,113 -1,440	-12%	-$172K	0.52%	43
2025 Q1	$1.38M	Sell	11,553 -6,563	-36%	-$800K	0.6%	33
2024 Q4	$2.14M	Buy	18,116 +9,202	+103%	+$1.09M	0.92%	27
2024 Q3	$980K	Sell	8,914 -367	-4%	-$38.9K	0.43%	37
2024 Q2	$927K	Buy	+9,281	New	+$927K	0.42%	30

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 $1.59B AUM 11.62% 1-Year Est. Return

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

Elevation Capital Advisory's VFH Position: Q3 2025 in Review

Elevation Capital Advisory sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 10,113 shares — an estimated $1.29M sold.

Elevation Capital Advisory first reported a position in VFH in Q2 2024 and held it in 5 quarters. The position peaked at $2.14M in Q4 2024. 710 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

Elevation Capital Advisory reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
Elevation Capital Advisory sold 10,113 Vanguard Financials ETF shares in Q3 2025, an estimated $1.29M.
Elevation Capital Advisory first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 5 quarters.
Elevation Capital Advisory's Vanguard Financials ETF position peaked at $2.14M in Q4 2024.
710 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Elevation Capital Advisory's 13F filing for Q3 2025, filed 30 Oct 2025.