KC
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Kinloch Capital’s Vanguard Financials ETF VFH Stock Holding History

Kinloch Capital’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
Q2 		– Sell
-58,619
Closed -$7M – 79
2025
Q1 		$7M Buy
58,619
+13,252
+29% +$1.61M 3.35% 2
2024
Q4 		$5.36M Sell
45,367
-7,719
-15% -$913K 2.68% 5
2024
Q3 		$5.83M Sell
53,086
-1,453
-3% -$154K 2.83% 2
2024
Q2 		$5.45M Buy
54,539
+5,011
+10% +$500K 2.84% 3
2024
Q1 		$5.07M Buy
49,528
+9,465
+24% +$908K 2.61% 6
2023
Q4 		$3.7M Buy
+40,063
New +$3.37M 2.35% 9
2023
Q1 		– Sell
-15,790
Closed -$1.31M – 71
2022
Q4 		$1.31M Buy
15,790
+2,642
+20% +$218K 0.76% 41
2022
Q3 		$979K Buy
+13,148
New +$1.07M 0.65% 46
2021
Q3 		– Sell
-72,273
Closed -$6.54M – 66
2021
Q2 		$6.54M Buy
72,273
+14,681
+25% +$1.33M 4.69% 2
2021
Q1 		$4.87M Buy
57,592
+15,581
+37% +$1.24M 3.74% 4
2020
Q4 		$3.06M Buy
+42,011
New +$2.77M 2.59% 6

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kinloch Capital's VFH Position: Q2 2025 in Review

Kinloch Capital sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 58,619 shares — an estimated $7M sold.

Kinloch Capital first reported a position in VFH in Q4 2020 and held it in 11 quarters. The position peaked at $7M in Q1 2025. 705 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Kinloch Capital reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Kinloch Capital sold 58,619 Vanguard Financials ETF shares in Q2 2025, an estimated $7M.
  • Kinloch Capital first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 11 quarters.
  • Kinloch Capital's Vanguard Financials ETF position peaked at $7M in Q1 2025.
  • 705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Kinloch Capital's 13F filing for Q2 2025, filed 14 Aug 2025.