IMS Capital Management’s Vanguard Financials ETF VFH Stock Holding History

IMS Capital Management’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	$328K	Buy	+2,500	New	+$324K	0.15%	104

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IMS Capital Management's VFH Position: Q3 2025 in Review

IMS Capital Management opened a new position in Vanguard Financials ETF (VFH) in Q3 2025: 2,500 shares worth $328K. The stake represents 0.15% of the portfolio and ranks #104 among its holdings.

707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

IMS Capital Management held 2,500 shares of Vanguard Financials ETF worth $328K as of Q3 2025.
Vanguard Financials ETF was a new IMS Capital Management position in Q3 2025.
Vanguard Financials ETF made up 0.15% of IMS Capital Management's portfolio in Q3 2025, its #104 holding.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.