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Miller Equity Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Miller Equity Capital 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
Q1 		– Sell
-50,190
Closed -$5.93M – 37
2024
Q4 		$5.93M Hold
50,190
– – 2.26% 11
2024
Q3 		$5.52M Hold
50,190
– – 2.15% 11
2024
Q2 		$5.01M Hold
50,190
– – 2.09% 12
2024
Q1 		$5.14M Hold
50,190
– – 2.12% 11
2023
Q4 		$4.63M Hold
50,190
– – 2.09% 11
2023
Q3 		$4.03M Buy
50,190
+1,000
+2% +$83.6K 2.09% 11
2023
Q2 		$4M Buy
49,190
+1,610
+3% +$126K 2.03% 12
2023
Q1 		$3.71M Buy
47,580
+3,375
+8% +$286K 2.07% 13
2022
Q4 		$3.66M Buy
44,205
+6,890
+18% +$569K 2.37% 12
2022
Q3 		$2.78M Buy
37,315
+12,115
+48% +$985K 2.04% 14
2022
Q2 		$1.95M Buy
25,200
+1,600
+7% +$135K 1.66% 22
2022
Q1 		$2.2M Buy
23,600
+2,135
+10% +$204K 1.87% 19
2021
Q4 		$2.07M Buy
21,465
+100
+0.5% +$9.74K 1.93% 18
2021
Q3 		$1.98M Buy
21,365
+3,420
+19% +$315K 1.95% 16
2021
Q2 		$1.62M Buy
17,945
+1,400
+8% +$127K 1.68% 21
2021
Q1 		$1.4M Hold
16,545
– – 1.75% 20
2020
Q4 		$1.21M Buy
16,545
+860
+5% +$56.8K 1.61% 23
2020
Q3 		$918K Buy
15,685
+1,650
+12% +$98.1K 1.38% 24
2020
Q2 		$803K Buy
14,035
+285
+2% +$15.8K 1.31% 22
2020
Q1 		$697K Sell
13,750
-940
-6% -$64K 1.31% 20
2019
Q4 		$1.12M Buy
+14,690
New +$1.07M 1.44% 18

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Miller Equity Capital Advisors's VFH Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 50,190 shares — an estimated $5.93M sold.

Miller Equity Capital Advisors first reported a position in VFH in Q4 2019 and held it in 21 quarters. The position peaked at $5.93M in Q4 2024. 704 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 50,190 Vanguard Financials ETF shares in Q1 2025, an estimated $5.93M.
  • Miller Equity Capital Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Financials ETF position peaked at $5.93M in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.