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Guerra Advisors’s Vanguard Financials ETF VFH Stock Holding History

Guerra 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
Q3 		$4.07K Buy
+31
New +$4.01K ﹤0.01% 425
2025
Q2 		– Sell
-38,944
Closed -$4.65M – 73
2025
Q1 		$4.65M Buy
+38,944
New +$4.74M 2.6% 12

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guerra Advisors's VFH Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vanguard Financials ETF (VFH) in Q3 2025: 31 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Guerra Advisors previously reported a position in VFH as recently as Q1 2025.

Guerra Advisors first reported a position in VFH in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.65M in Q1 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Guerra Advisors held 31 shares of Vanguard Financials ETF worth $4.07K as of Q3 2025.
  • Vanguard Financials ETF was a new Guerra Advisors position in Q3 2025.
  • Vanguard Financials ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #425 holding.
  • Guerra Advisors first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 2 quarters since.
  • Guerra Advisors's Vanguard Financials ETF position peaked at $4.65M in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.