Guardian Wealth Management (Illinois)’s Vanguard Financials ETF VFH Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-185	Closed	-$22.2K	–	201
2025 Q1	$22.2K	Sell	185 -1	-0.5%	-$122	0.01%	132
2024 Q4	$21.9K	Hold	186	–	–	0.01%	140
2024 Q3	$20.4K	Hold	186	–	–	0.01%	139
2024 Q2	$18.6K	Hold	186	–	–	0.01%	139
2024 Q1	$19K	Sell	186 -103	-36%	-$9.88K	0.01%	136
2023 Q4	$26.7K	Sell	289 -225	-44%	-$18.9K	0.02%	130
2023 Q3	$41.3K	Hold	514	–	–	0.04%	111
2023 Q2	$41.8K	Hold	514	–	–	0.04%	112
2023 Q1	$40K	Sell	514 -853	-62%	-$72.2K	0.04%	116
2022 Q4	$113K	Buy	1,367 +859	+169%	+$71K	0.11%	87
2022 Q3	$38K	Hold	508	–	–	0.04%	118
2022 Q2	$39K	Sell	508 -100	-16%	-$8.44K	0.04%	120
2022 Q1	$57K	Sell	608 -40	-6%	-$3.83K	0.06%	113
2021 Q4	$63K	Buy	+648	New	+$63.1K	0.06%	112

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Guardian Wealth Management (Illinois)'s VFH Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 185 shares — an estimated $22.2K sold.

Guardian Wealth Management (Illinois) first reported a position in VFH in Q4 2021 and held it in 14 quarters. The position peaked at $113K in Q4 2022. 707 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 185 Vanguard Financials ETF shares in Q2 2025, an estimated $22.2K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Vanguard Financials ETF position peaked at $113K in Q4 2022.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.