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Fulcrum Equity Management’s Vanguard Financials ETF VFH Stock Holding History

Fulcrum Equity Management’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
-7,893
Closed -$943K – 126
2025
Q1 		$943K Buy
+7,893
New +$962K 1.03% 28
2019
Q4 		– Sell
-619
Closed -$43K – 219
2019
Q3 		$43K Buy
+619
New +$42.8K 0.02% 105

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
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

Fulcrum Equity Management's VFH Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 7,893 shares — an estimated $943K sold.

Fulcrum Equity Management first reported a position in VFH in Q3 2019 and held it in 2 quarters. The position peaked at $943K in Q1 2025. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Fulcrum Equity Management reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,893 Vanguard Financials ETF shares in Q2 2025, an estimated $943K.
  • Fulcrum Equity Management first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 2 quarters.
  • Fulcrum Equity Management's Vanguard Financials ETF position peaked at $943K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.