Independent Order of Foresters’s Vanguard Financials ETF VFH Stock Holding History

Independent Order of Foresters’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
2024 Q4	–	Sell	-21,238	Closed	-$2.33M	–	7
2024 Q3	$2.33M	Hold	21,238	–	–	1.35%	6
2024 Q2	$2.12M	Hold	21,238	–	–	1.31%	8
2024 Q1	$2.17M	Sell	21,238 -1,932	-8%	-$185K	1.38%	8
2023 Q4	$2.14M	Hold	23,170	–	–	1.37%	8
2023 Q3	$1.86M	Hold	23,170	–	–	1.33%	8
2023 Q2	$1.88M	Hold	23,170	–	–	1.29%	8
2023 Q1	$1.8M	Hold	23,170	–	–	1.33%	8
2022 Q4	$1.92M	Buy	23,170 +4,144	+22%	+$342K	1.54%	8
2022 Q3	$1.42M	Hold	19,026	–	–	1.21%	8
2022 Q2	$1.47M	Sell	19,026 -2,916	-13%	-$246K	1.19%	8
2022 Q1	$2.05M	Hold	21,942	–	–	1.2%	9
2021 Q4	$2.12M	Hold	21,942	–	–	1.17%	9
2021 Q3	$2.03M	Sell	21,942 -1,232	-5%	-$114K	1.21%	9
2021 Q2	$2.1M	Hold	23,174	–	–	1.18%	8
2021 Q1	$1.96M	Sell	23,174 -2,541	-10%	-$203K	1.19%	8
2020 Q4	$1.87M	Hold	25,715	–	–	1.1%	9
2020 Q3	$1.5M	Hold	25,715	–	–	1.02%	9
2020 Q2	$1.47M	Buy	+25,715	New	+$1.43M	1.08%	9

Other funds holding VFH

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Independent Order of Foresters's VFH Position: Q4 2024 in Review

Independent Order of Foresters sold out of Vanguard Financials ETF (VFH) in Q4 2024, closing a stake of 21,238 shares — an estimated $2.33M sold.

Independent Order of Foresters first reported a position in VFH in Q2 2020 and held it in 18 quarters. The position peaked at $2.33M in Q3 2024. 706 funds tracked by Wall St. Rank hold VFH as of Q4 2024.

Independent Order of Foresters reported no remaining Vanguard Financials ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 21,238 Vanguard Financials ETF shares in Q4 2024, an estimated $2.33M.
Independent Order of Foresters first reported a position in Vanguard Financials ETF in Q2 2020 and held it in 18 quarters.
Independent Order of Foresters's Vanguard Financials ETF position peaked at $2.33M in Q3 2024.
706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.