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McAdam LLC’s Vanguard Financials ETF VFH Stock Holding History

McAdam LLC’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
-2,146
Closed -$282K – 443
2025
Q3 		$282K Buy
+2,146
New +$278K 0.01% 317
2018
Q4 		– Sell
-1,199
Closed -$83K – 587
2018
Q3 		$83K Buy
+1,199
New +$84.7K 0.03% 129

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

McAdam LLC's VFH Position: Q4 2025 in Review

McAdam LLC sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 2,146 shares — an estimated $282K sold.

McAdam LLC first reported a position in VFH in Q3 2018 and held it in 2 quarters. The position peaked at $282K in Q3 2025. 749 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • McAdam LLC reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • McAdam LLC sold 2,146 Vanguard Financials ETF shares in Q4 2025, an estimated $282K.
  • McAdam LLC first reported a position in Vanguard Financials ETF in Q3 2018 and held it in 2 quarters.
  • McAdam LLC's Vanguard Financials ETF position peaked at $282K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on McAdam LLC's 13F filing for Q4 2025, filed 13 Feb 2026.