Kovitz Investment Group Partners
VFH icon

Kovitz Investment Group Partners’s Vanguard Financials ETF VFH Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-3,525
Closed -$463K – 1286
2025
Q3 		$463K Sell
3,525
-670
-16% -$86.8K ﹤0.01% 1060
2025
Q2 		$534K Buy
4,195
+728
+21% +$86.8K ﹤0.01% 948
2025
Q1 		$414K Sell
3,467
-33
-0.9% -$4.02K ﹤0.01% 961
2024
Q4 		$413K Sell
3,500
-720
-17% -$85.1K ﹤0.01% 949
2024
Q3 		$390K Buy
4,220
+803
+24% +$85.1K ﹤0.01% 804
2024
Q2 		$341K Buy
3,417
+36
+1% +$3.59K ﹤0.01% 712
2024
Q1 		$346K Buy
+3,381
New +$324K ﹤0.01% 565
2023
Q2 		– Sell
-13,067
Closed -$1.02M – 441
2023
Q1 		$1.02M Hold
13,067
– – 0.02% 289
2022
Q4 		$1.08M Buy
13,067
+206
+2% +$17K 0.02% 271
2022
Q3 		$957K Buy
12,861
+4
+0% +$325 0.02% 268
2022
Q2 		$992K Buy
12,857
+68
+0.5% +$5.74K 0.02% 288
2022
Q1 		$1.19M Sell
12,789
-282
-2% -$27K 0.02% 281
2021
Q4 		$952K Buy
13,071
+499
+4% +$48.6K 0.02% 285
2021
Q3 		$1.17M Sell
12,572
-92
-0.7% -$8.49K 0.02% 285
2021
Q2 		$1.15M Sell
12,664
-282
-2% -$25.5K 0.02% 286
2021
Q1 		$1.09M Sell
12,946
-125
-1% -$9.97K 0.03% 276
2020
Q4 		$952K Buy
13,071
+157
+1% +$10.4K 0.02% 280
2020
Q3 		$755K Sell
12,914
-112
-0.9% -$6.66K 0.02% 285
2020
Q2 		$745K Buy
13,026
+2,610
+25% +$145K 0.02% 281
2020
Q1 		$528K Buy
+10,416
New +$709K 0.02% 290

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Kovitz Investment Group Partners's VFH Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 3,525 shares — an estimated $463K sold.

Kovitz Investment Group Partners first reported a position in VFH in Q1 2020 and held it in 20 quarters. The position peaked at $1.19M in Q1 2022. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,525 Vanguard Financials ETF shares in Q4 2025, an estimated $463K.
  • Kovitz Investment Group Partners first reported a position in Vanguard Financials ETF in Q1 2020 and held it in 20 quarters.
  • Kovitz Investment Group Partners's Vanguard Financials ETF position peaked at $1.19M in Q1 2022.
  • 753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.