Litman Gregory Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Litman Gregory Wealth 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 Q4	$80.1K	Buy	+600	New	+$77.9K	0.01%	196

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Litman Gregory Wealth Management's VFH Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Financials ETF (VFH) in Q4 2025: 600 shares worth $80.1K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

Litman Gregory Wealth Management held 600 shares of Vanguard Financials ETF worth $80.1K as of Q4 2025.
Vanguard Financials ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Vanguard Financials ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #196 holding.
753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.