FCI
VFH icon

Financial Counselors Inc’s Vanguard Financials ETF VFH Stock Holding History

Financial Counselors Inc’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
-1,974
Closed -$236K – 511
2025
Q1 		$236K Sell
1,974
-144
-7% -$17.5K ﹤0.01% 550
2024
Q4 		$250K Buy
+2,118
New +$250K ﹤0.01% 532
2024
Q2 		– Sell
-2,649
Closed -$271K – 588
2024
Q1 		$271K Buy
2,649
+472
+22% +$45.3K ﹤0.01% 516
2023
Q4 		$201K Buy
+2,177
New +$183K ﹤0.01% 551
2023
Q2 		– Sell
-2,672
Closed -$208K – 509
2023
Q1 		$208K Hold
2,672
– – ﹤0.01% 480
2022
Q4 		$221K Buy
+2,672
New +$221K 0.01% 472
2022
Q3 		– Sell
-2,998
Closed -$231K – 509
2022
Q2 		$231K Buy
2,998
+726
+32% +$61.3K 0.01% 463
2022
Q1 		$212K Buy
2,272
+186
+9% +$17.8K ﹤0.01% 486
2021
Q4 		$201K Sell
2,086
-150
-7% -$14.6K ﹤0.01% 497
2021
Q3 		$207K Buy
+2,236
New +$206K ﹤0.01% 516
2017
Q2 		– Sell
-4,288
Closed -$259K – 509
2017
Q1 		$259K Sell
4,288
-84
-2% -$5.12K 0.01% 433
2016
Q4 		$259K Buy
+4,372
New +$239K 0.01% 417
2016
Q2 		$203K Buy
+4,288
New +$204K 0.01% 418
2016
Q1 		– Sell
-4,288
Closed -$208K – 463
2015
Q4 		$208K Buy
+4,288
New +$210K 0.01% 410
2015
Q3 		– Sell
-4,288
Closed -$213K – 470
2015
Q2 		$213K Hold
4,288
– – 0.01% 416
2015
Q1 		$211K Hold
4,288
– – 0.01% 418
2014
Q4 		$213K Buy
+4,288
New +$206K 0.01% 407

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Counselors Inc's VFH Position: Q2 2025 in Review

Financial Counselors Inc sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 1,974 shares — an estimated $236K sold.

Financial Counselors Inc first reported a position in VFH in Q4 2014 and held it in 17 quarters. The position peaked at $271K in Q1 2024. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Financial Counselors Inc reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 1,974 Vanguard Financials ETF shares in Q2 2025, an estimated $236K.
  • Financial Counselors Inc first reported a position in Vanguard Financials ETF in Q4 2014 and held it in 17 quarters.
  • Financial Counselors Inc's Vanguard Financials ETF position peaked at $271K in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.