MIA
VFH icon

MeadowBrook Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

MeadowBrook Investment 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
Q3 		– Sell
-195
Closed -$24.8K – 231
2025
Q2 		$24.8K Hold
195
– – 0.02% 224
2025
Q1 		$23.3K Hold
195
– – 0.02% 216
2024
Q4 		$23K Hold
195
– – 0.02% 217
2024
Q3 		$21.4K Buy
195
+149
+324% +$15.8K 0.02% 214
2024
Q2 		$1.87K Sell
46
-214
-82% -$21.4K ﹤0.01% 302
2024
Q1 		$26.6K Hold
260
– – 0.02% 203
2023
Q4 		$24K Buy
+260
New +$21.8K 0.02% 210

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MeadowBrook Investment Advisors's VFH Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 195 shares — an estimated $24.8K sold.

MeadowBrook Investment Advisors first reported a position in VFH in Q4 2023 and held it in 7 quarters. The position peaked at $26.6K in Q1 2024. 710 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • MeadowBrook Investment Advisors reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 195 Vanguard Financials ETF shares in Q3 2025, an estimated $24.8K.
  • MeadowBrook Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 7 quarters.
  • MeadowBrook Investment Advisors's Vanguard Financials ETF position peaked at $26.6K in Q1 2024.
  • 710 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.