JNBA Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

JNBA Financial 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	–	Sell	-32	Closed	-$4.11K	–	675
2025 Q2	$4.11K	Buy	+32	New	+$3.81K	﹤0.01%	553
2022 Q4	–	Sell	-91	Closed	-$7K	–	702
2022 Q3	$7K	Hold	91	–	–	﹤0.01%	500
2022 Q2	$7K	Buy	91 +11	+14%	+$929	﹤0.01%	535
2022 Q1	$7K	Sell	80 -23	-22%	-$2.2K	﹤0.01%	535
2021 Q4	$10K	Hold	103	–	–	﹤0.01%	533
2021 Q3	$10K	Hold	103	–	–	﹤0.01%	525
2021 Q2	$9K	Buy	+103	New	+$9.31K	﹤0.01%	497
2019 Q1	–	Sell	-200	Closed	-$12K	–	566
2018 Q4	$12K	Buy	+200	New	+$13K	﹤0.01%	363
2016 Q4	–	Sell	-104	Closed	-$5K	–	1316
2016 Q3	$5K	Buy	+104	New	+$5.13K	﹤0.01%	1246

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

JNBA Financial Advisors's VFH Position: Q3 2025 in Review

JNBA Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 32 shares — an estimated $4.11K sold.

JNBA Financial Advisors first reported a position in VFH in Q3 2016 and held it in 9 quarters. The position peaked at $12K in Q4 2018. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

JNBA Financial Advisors reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
JNBA Financial Advisors sold 32 Vanguard Financials ETF shares in Q3 2025, an estimated $4.11K.
JNBA Financial Advisors first reported a position in Vanguard Financials ETF in Q3 2016 and held it in 9 quarters.
JNBA Financial Advisors's Vanguard Financials ETF position peaked at $12K in Q4 2018.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on JNBA Financial Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.