GPS Wealth Strategies Group’s Vanguard Financials ETF VFH Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-120	Closed	-$15.7K	–	1537
2025 Q3	$15.7K	Hold	120	–	–	﹤0.01%	970
2025 Q2	$15.3K	Hold	120	–	–	﹤0.01%	923
2025 Q1	$14.3K	Hold	120	–	–	﹤0.01%	913
2024 Q4	$14.2K	Sell	120 -88	-42%	-$10.4K	﹤0.01%	874
2024 Q3	$22.9K	Hold	208	–	–	﹤0.01%	773
2024 Q2	$20.8K	Hold	208	–	–	﹤0.01%	752
2024 Q1	$21.3K	Hold	208	–	–	﹤0.01%	709
2023 Q4	$19.2K	Hold	208	–	–	﹤0.01%	702
2023 Q3	$16.7K	Hold	208	–	–	﹤0.01%	724
2023 Q2	$16.9K	Hold	208	–	–	﹤0.01%	729
2023 Q1	$16.2K	Buy	+208	New	+$17.6K	﹤0.01%	738
2022 Q4	–	Sell	-208	Closed	-$15K	–	1038
2022 Q3	$15K	Hold	208	–	–	﹤0.01%	690
2022 Q2	$16K	Hold	208	–	–	﹤0.01%	676
2022 Q1	$19K	Hold	208	–	–	﹤0.01%	604
2021 Q4	$20K	Hold	208	–	–	﹤0.01%	592
2021 Q3	$19K	Hold	208	–	–	﹤0.01%	579
2021 Q2	$19K	Hold	208	–	–	﹤0.01%	600
2021 Q1	$17K	Buy	+208	New	+$16.6K	0.01%	585

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

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

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

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

BCMIO

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

GPS Wealth Strategies Group's VFH Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 120 shares — an estimated $15.7K sold.

GPS Wealth Strategies Group first reported a position in VFH in Q1 2021 and held it in 18 quarters. The position peaked at $22.9K in Q3 2024. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 120 Vanguard Financials ETF shares in Q4 2025, an estimated $15.7K.
GPS Wealth Strategies Group first reported a position in Vanguard Financials ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Vanguard Financials ETF position peaked at $22.9K in Q3 2024.
753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.