Gables Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Gables Capital 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	-828	Closed	-$98.9K	–	457
2025 Q1	$98.9K	Hold	828	–	–	0.05%	166
2024 Q4	$97.8K	Hold	828	–	–	0.05%	168
2024 Q3	$91K	Hold	828	–	–	0.05%	172
2024 Q2	$82.7K	Hold	828	–	–	0.04%	171
2024 Q1	$84.8K	Hold	828	–	–	0.05%	168
2023 Q4	$76.4K	Buy	+828	New	+$69.6K	0.05%	165

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gables Capital Management's VFH Position: Q2 2025 in Review

Gables Capital Management sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 828 shares — an estimated $98.9K sold.

Gables Capital Management first reported a position in VFH in Q4 2023 and held it in 6 quarters. The position peaked at $98.9K in Q1 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Gables Capital Management reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Gables Capital Management sold 828 Vanguard Financials ETF shares in Q2 2025, an estimated $98.9K.
Gables Capital Management first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 6 quarters.
Gables Capital Management's Vanguard Financials ETF position peaked at $98.9K in Q1 2025.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Gables Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.