GeoWealth Management’s Vanguard Financials ETF VFH Stock Holding History

GeoWealth 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 Q3	–	Sell	-40	Closed	-$5.09K	–	1221
2025 Q2	$5.09K	Sell	40 -8	-17%	-$954	﹤0.01%	1144
2025 Q1	$5.74K	Sell	48 -3,401	-99%	-$414K	﹤0.01%	1009
2024 Q4	$407K	Hold	3,449	–	–	0.01%	524
2024 Q3	$379K	Sell	3,449 -21	-0.6%	-$2.23K	0.01%	531
2024 Q2	$347K	Hold	3,470	–	–	0.02%	540
2024 Q1	$355K	Buy	3,470 +39	+1%	+$3.74K	0.01%	525
2023 Q4	$316K	Buy	+3,431	New	+$288K	0.03%	400
2021 Q4	–	Sell	-270	Closed	-$25K	–	415
2021 Q3	$25K	Buy	+270	New	+$24.9K	﹤0.01%	354

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GeoWealth Management's VFH Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 40 shares — an estimated $5.09K sold.

GeoWealth Management first reported a position in VFH in Q3 2021 and held it in 8 quarters. The position peaked at $407K in Q4 2024. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

GeoWealth Management reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 40 Vanguard Financials ETF shares in Q3 2025, an estimated $5.09K.
GeoWealth Management first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 8 quarters.
GeoWealth Management's Vanguard Financials ETF position peaked at $407K in Q4 2024.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.