MSS
VFH icon

Mitchell Sinkler & Starr’s Vanguard Financials ETF VFH Stock Holding History

Mitchell Sinkler & Starr’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
-1,296
Closed -$153K – 181
2024
Q4 		$153K Hold
1,296
– – 0.04% 160
2024
Q3 		$142K Hold
1,296
– – 0.04% 161
2024
Q2 		$137K Buy
+1,296
New +$129K 0.04% 157

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 22.96% 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

Mitchell Sinkler & Starr's VFH Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 1,296 shares — an estimated $153K sold.

Mitchell Sinkler & Starr first reported a position in VFH in Q2 2024 and held it in 3 quarters. The position peaked at $153K in Q4 2024. 703 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 1,296 Vanguard Financials ETF shares in Q1 2025, an estimated $153K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 3 quarters.
  • Mitchell Sinkler & Starr's Vanguard Financials ETF position peaked at $153K in Q4 2024.
  • 703 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.