New Millennium Group’s Vanguard Financials ETF VFH Stock Holding History

New Millennium 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	$6.54K	Sell	49 -4	-8%	-$520	﹤0.01%	233
2025 Q3	$6.96K	Sell	53 -47	-47%	-$6.09K	﹤0.01%	246
2025 Q2	$12.7K	Hold	100	–	–	0.01%	182
2025 Q1	$11.9K	Hold	100	–	–	0.01%	189
2024 Q4	$11.8K	Hold	100	–	–	0.01%	198
2024 Q3	$11K	Hold	100	–	–	0.01%	176
2024 Q2	$9.99K	Buy	+100	New	+$9.98K	0.01%	192
2024 Q1	–	Sell	-100	Closed	-$9.23K	–	391
2023 Q4	$9.23K	Hold	100	–	–	0.01%	208
2023 Q3	$8.03K	Hold	100	–	–	0.01%	180
2023 Q2	$8.12K	Hold	100	–	–	0.01%	184
2023 Q1	$7.79K	Hold	100	–	–	0.01%	209
2022 Q4	$8.27K	Hold	100	–	–	0.01%	208
2022 Q3	$7K	Hold	100	–	–	0.01%	218
2022 Q2	$8K	Buy	+100	New	+$8.44K	0.01%	212

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

New Millennium Group's VFH Position: Q4 2025 in Review

New Millennium Group reduced its Vanguard Financials ETF (VFH) stake by 7.5% in Q4 2025, selling an estimated $520 and leaving 49 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

New Millennium Group first reported a position in VFH in Q2 2022 and has held it in 14 quarters since. The position peaked at $12.7K in Q2 2025. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

New Millennium Group held 49 shares of Vanguard Financials ETF worth $6.54K as of Q4 2025.
New Millennium Group sold 4 Vanguard Financials ETF shares in Q4 2025, an estimated $520.
Vanguard Financials ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #233 holding.
New Millennium Group first reported a position in Vanguard Financials ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's Vanguard Financials ETF position peaked at $12.7K in Q2 2025.
753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.