FPCP
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Fort Point Capital Partners’s Vanguard Financials ETF VFH Stock Holding History

Fort Point Capital Partners’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
-3,686
Closed -$440K – 338
2025
Q1 		$440K Buy
+3,686
New +$449K 0.05% 223

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PCH
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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

Fort Point Capital Partners's VFH Position: Q2 2025 in Review

Fort Point Capital Partners sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 3,686 shares — an estimated $440K sold.

Fort Point Capital Partners first reported a position in VFH in Q1 2025 and held it in 1 quarter. The position peaked at $440K in Q1 2025. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Fort Point Capital Partners reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 3,686 Vanguard Financials ETF shares in Q2 2025, an estimated $440K.
  • Fort Point Capital Partners first reported a position in Vanguard Financials ETF in Q1 2025 and held it in 1 quarter.
  • Fort Point Capital Partners's Vanguard Financials ETF position peaked at $440K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Fort Point Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.