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McClarren Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

McClarren Financial Advisors’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
-740
Closed -$88K – 289
2025
Q1 		$88K Buy
740
+23
+3% +$2.8K 0.06% 112
2024
Q4 		$84K Buy
717
+8
+1% +$946 0.24% 60
2024
Q3 		$77K Buy
709
+510
+256% +$54K 0.01% 105
2024
Q2 		$70K Sell
199
-508
-72% -$50.7K 0.05% 125
2024
Q1 		$73K Buy
707
+3
+0.4% +$288 0.05% 120
2023
Q4 		$65K Buy
704
+9
+1% +$756 0.05% 134
2023
Q3 		$55K Sell
695
-391
-36% -$32.7K 0.05% 135
2023
Q2 		$88K Buy
1,086
+790
+267% +$62K 0.07% 116
2023
Q1 		$23K Buy
296
+2
+0.7% +$169 0.02% 199
2022
Q4 		$24K Buy
294
+4
+1% +$331 0.02% 201
2022
Q3 		$21K Buy
+290
New +$23.6K 0.02% 196

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McClarren Financial Advisors's VFH Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 740 shares — an estimated $88K sold.

McClarren Financial Advisors first reported a position in VFH in Q3 2022 and held it in 11 quarters. The position peaked at $88K in Q1 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 740 Vanguard Financials ETF shares in Q2 2025, an estimated $88K.
  • McClarren Financial Advisors first reported a position in Vanguard Financials ETF in Q3 2022 and held it in 11 quarters.
  • McClarren Financial Advisors's Vanguard Financials ETF position peaked at $88K in Q1 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.