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Grey Fox Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-127
Closed -$16.7K – 579
2025
Q3 		$16.7K Buy
+127
New +$16.4K ﹤0.01% 355

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
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

Grey Fox Wealth Advisors's VFH Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 127 shares — an estimated $16.7K sold.

Grey Fox Wealth Advisors first reported a position in VFH in Q3 2025 and held it in 1 quarter. The position peaked at $16.7K in Q3 2025. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 127 Vanguard Financials ETF shares in Q4 2025, an estimated $16.7K.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Financials ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Vanguard Financials ETF position peaked at $16.7K in Q3 2025.
  • 753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.