Garde Capital’s Vanguard Financials ETF VFH Stock Holding History

Garde Capital’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 Q3	–	Sell	-30	Closed	-$3.82K	–	781
2025 Q2	$3.82K	Hold	30	–	–	﹤0.01%	581
2025 Q1	$3.58K	Buy	+30	New	+$3.65K	﹤0.01%	561
2019 Q4	–	Sell	-3,193	Closed	-$224K	–	141
2019 Q3	$224K	Hold	3,193	–	–	0.03%	128
2019 Q2	$220K	Hold	3,193	–	–	0.04%	134
2019 Q1	$206K	Sell	3,193 -488	-13%	-$31.6K	0.04%	133
2018 Q4	$219K	Hold	3,681	–	–	0.04%	151
2018 Q3	$246K	Hold	3,681	–	–	0.04%	156
2018 Q2	$248K	Buy	3,681 +93	+3%	+$6.49K	0.04%	151
2018 Q1	$249K	Hold	3,588	–	–	0.05%	144
2017 Q4	$251K	Hold	3,588	–	–	0.05%	148
2017 Q3	$235K	Hold	3,588	–	–	0.05%	154
2017 Q2	$224K	Hold	3,588	–	–	0.06%	121
2017 Q1	$217K	Sell	3,588 -500	-12%	-$30.5K	0.06%	108
2016 Q4	$243K	Sell	4,088 -13,768	-77%	-$752K	0.07%	106
2016 Q3	$827K	Buy	+17,856	New	+$880K	0.26%	70
2016 Q1	–	Sell	-9,323	Closed	-$452K	–	118
2015 Q4	$452K	Sell	9,323 -8,533	-48%	-$417K	0.16%	68
2015 Q3	$827K	Sell	17,856 -13,055	-42%	-$642K	0.26%	70
2015 Q2	$1.53M	Sell	30,911 -11,791	-28%	-$590K	0.46%	43
2015 Q1	$2.1M	Sell	42,702 -13,366	-24%	-$654K	0.64%	34
2014 Q4	$2.79M	Sell	56,068 -1,774	-3%	-$85.3K	0.86%	29
2014 Q3	$2.69M	Sell	57,842 -34	-0.1%	-$1.58K	1.05%	24
2014 Q2	$2.68M	Buy	+57,876	New	+$2.62M	1.06%	24

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Garde Capital's VFH Position: Q3 2025 in Review

Garde Capital sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 30 shares — an estimated $3.82K sold.

Garde Capital first reported a position in VFH in Q2 2014 and held it in 22 quarters. The position peaked at $2.79M in Q4 2014. 709 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

Garde Capital reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 30 Vanguard Financials ETF shares in Q3 2025, an estimated $3.82K.
Garde Capital first reported a position in Vanguard Financials ETF in Q2 2014 and held it in 22 quarters.
Garde Capital's Vanguard Financials ETF position peaked at $2.79M in Q4 2014.
709 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.