EP
VFH icon

Essential Planning’s Vanguard Financials ETF VFH Stock Holding History

Essential Planning’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
Q1 		– Sell
-19,500
Closed -$2.3M – 286
2024
Q4 		$2.3M Buy
+19,500
New +$2.31M 0.02% 181

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essential Planning's VFH Position: Q1 2025 in Review

Essential Planning sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 19,500 shares — an estimated $2.3M sold.

Essential Planning first reported a position in VFH in Q4 2024 and held it in 1 quarter. The position peaked at $2.3M in Q4 2024. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Essential Planning reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 19,500 Vanguard Financials ETF shares in Q1 2025, an estimated $2.3M.
  • Essential Planning first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Vanguard Financials ETF position peaked at $2.3M in Q4 2024.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.