GIA
VFH icon

GHP Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

GHP Investment Advisors’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
Q1 		– Sell
-21
Closed -$2.48K – 1037
2024
Q4 		$2.48K Buy
+21
New +$2.48K ﹤0.01% 873
2023
Q2 		– Sell
-401
Closed -$31.2K – 967
2023
Q1 		$31.2K Hold
401
– – ﹤0.01% 544
2022
Q4 		$33.2K Hold
401
– – ﹤0.01% 535
2022
Q3 		$30K Hold
401
– – ﹤0.01% 537
2022
Q2 		$31K Hold
401
– – ﹤0.01% 528
2022
Q1 		$37K Buy
+401
New +$38.4K ﹤0.01% 543

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHP Investment Advisors's VFH Position: Q1 2025 in Review

GHP Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 21 shares — an estimated $2.48K sold.

GHP Investment Advisors first reported a position in VFH in Q1 2022 and held it in 6 quarters. The position peaked at $37K in Q1 2022. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • GHP Investment Advisors reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 21 Vanguard Financials ETF shares in Q1 2025, an estimated $2.48K.
  • GHP Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and held it in 6 quarters.
  • GHP Investment Advisors's Vanguard Financials ETF position peaked at $37K in Q1 2022.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on GHP Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.