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Heck Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Heck Capital 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
-385
Closed -$45.5K – 759
2024
Q4 		$45.5K Buy
+385
New +$45.5K ﹤0.01% 375

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heck Capital Advisors's VFH Position: Q1 2025 in Review

Heck Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 385 shares — an estimated $45.5K sold.

Heck Capital Advisors first reported a position in VFH in Q4 2024 and held it in 1 quarter. The position peaked at $45.5K in Q4 2024. 702 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Heck Capital Advisors reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 385 Vanguard Financials ETF shares in Q1 2025, an estimated $45.5K.
  • Heck Capital Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Vanguard Financials ETF position peaked at $45.5K in Q4 2024.
  • 702 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.