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Nations Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Nations Financial Group’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
-1,716
Closed -$225K – 776
2025
Q3 		$225K Hold
1,716
– – 0.01% 651
2025
Q2 		$218K Hold
1,716
– – 0.02% 631
2025
Q1 		$205K Hold
1,716
– – 0.02% 615
2024
Q4 		$203K Buy
+1,716
New +$203K 0.01% 638
2024
Q1 		– Sell
-2,716
Closed -$251K – 653
2023
Q4 		$251K Sell
2,716
-2,076
-43% -$174K 0.02% 553
2023
Q3 		$385K Sell
4,792
-200
-4% -$16.7K 0.04% 427
2023
Q2 		$406K Sell
4,992
-234
-4% -$18.4K 0.04% 427
2023
Q1 		$407K Hold
5,226
– – 0.04% 413
2022
Q4 		$432K Sell
5,226
-75
-1% -$6.2K 0.05% 387
2022
Q3 		$395K Sell
5,301
-156
-3% -$12.7K 0.06% 345
2022
Q2 		$421K Buy
5,457
+200
+4% +$16.9K 0.06% 340
2022
Q1 		$491K Buy
5,257
+1,752
+50% +$168K 0.06% 318
2021
Q4 		$339K Buy
3,505
+118
+3% +$11.5K 0.04% 364
2021
Q3 		$314K Buy
3,387
+673
+25% +$62.1K 0.05% 350
2021
Q2 		$245K Buy
2,714
+169
+7% +$15.3K 0.04% 361
2021
Q1 		$215K Buy
+2,545
New +$203K 0.05% 329
2019
Q4 		– Sell
-2,822
Closed -$202K – 297
2019
Q3 		$202K Buy
+2,822
New +$195K 0.07% 275

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

Nations Financial Group's VFH Position: Q4 2025 in Review

Nations Financial Group sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 1,716 shares — an estimated $225K sold.

Nations Financial Group first reported a position in VFH in Q3 2019 and held it in 17 quarters. The position peaked at $491K in Q1 2022. 749 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Nations Financial Group reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Nations Financial Group sold 1,716 Vanguard Financials ETF shares in Q4 2025, an estimated $225K.
  • Nations Financial Group first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 17 quarters.
  • Nations Financial Group's Vanguard Financials ETF position peaked at $491K in Q1 2022.
  • 749 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Nations Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.