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Kestra Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Kestra Investment 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
Q1 		– Sell
-299
Closed -$35.3K – 1394
2024
Q4 		$35.3K Buy
+299
New +$35.4K ﹤0.01% 609

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Investment Management's VFH Position: Q1 2025 in Review

Kestra Investment Management sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 299 shares — an estimated $35.3K sold.

Kestra Investment Management first reported a position in VFH in Q4 2024 and held it in 1 quarter. The position peaked at $35.3K in Q4 2024. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Kestra Investment Management reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 299 Vanguard Financials ETF shares in Q1 2025, an estimated $35.3K.
  • Kestra Investment Management first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Vanguard Financials ETF position peaked at $35.3K in Q4 2024.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.