EWG Elevate’s Vanguard Financials ETF VFH Stock Holding History

EWG Elevate’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	-89,298	Closed	-$10.7M	–	153
2025 Q1	$10.7M	Sell	89,298 -20,122	-18%	-$2.45M	3.99%	5
2024 Q4	$12.9M	Buy	+109,420	New	+$12.9M	3.94%	4
2023 Q1	–	Sell	-442	Closed	-$36.6K	–	754
2022 Q4	$36.6K	Buy	+442	New	+$36.5K	0.02%	204
2022 Q1	–	Sell	-22,247	Closed	-$2.15M	–	109
2021 Q4	$2.15M	Buy	+22,247	New	+$2.17M	1.06%	28
2021 Q3	–	Sell	-17,231	Closed	-$1.57M	–	102
2021 Q2	$1.57M	Buy	+17,231	New	+$1.56M	0.61%	35
2020 Q1	–	Sell	-7,547	Closed	-$576K	–	83
2019 Q4	$576K	Buy	+7,547	New	+$551K	0.31%	52

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWG Elevate's VFH Position: Q2 2025 in Review

EWG Elevate sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 89,298 shares — an estimated $10.7M sold.

EWG Elevate first reported a position in VFH in Q4 2019 and held it in 6 quarters. The position peaked at $12.9M in Q4 2024. 705 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

EWG Elevate reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
EWG Elevate sold 89,298 Vanguard Financials ETF shares in Q2 2025, an estimated $10.7M.
EWG Elevate first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 6 quarters.
EWG Elevate's Vanguard Financials ETF position peaked at $12.9M in Q4 2024.
705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on EWG Elevate's 13F filing for Q2 2025, filed 15 Jul 2025.