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New York Life Investment Management’s Vanguard Financials ETF VFH Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-3,958
Closed -$473K – 840
2025
Q1 		$473K Sell
3,958
-29,970
-88% -$3.65M ﹤0.01% 783
2024
Q4 		$4.01M Buy
33,928
+5,398
+19% +$638K 0.04% 380
2024
Q3 		$3.14M Buy
28,530
+8,976
+46% +$951K 0.03% 465
2024
Q2 		$1.95M Sell
19,554
-76,359
-80% -$7.62M 0.02% 560
2024
Q1 		$9.82M Sell
95,913
-20,991
-18% -$2.01M 0.1% 192
2023
Q4 		$10.8M Buy
116,904
+18,509
+19% +$1.56M 0.11% 163
2023
Q3 		$7.9M Sell
98,395
-30,965
-24% -$2.59M 0.09% 216
2023
Q2 		$10.5M Buy
129,360
+105,757
+448% +$8.3M 0.11% 168
2023
Q1 		$1.84M Sell
23,603
-13,018
-36% -$1.1M 0.02% 530
2022
Q4 		$3.03M Sell
36,621
-1,625
-4% -$134K 0.03% 432
2022
Q3 		$2.85M Buy
38,246
+8,330
+28% +$677K 0.03% 432
2022
Q2 		$2.31M Buy
+29,916
New +$2.53M 0.03% 473

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

New York Life Investment Management's VFH Position: Q2 2025 in Review

New York Life Investment Management sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 3,958 shares — an estimated $473K sold.

New York Life Investment Management first reported a position in VFH in Q2 2022 and held it in 12 quarters. The position peaked at $10.8M in Q4 2023. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • New York Life Investment Management reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 3,958 Vanguard Financials ETF shares in Q2 2025, an estimated $473K.
  • New York Life Investment Management first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 12 quarters.
  • New York Life Investment Management's Vanguard Financials ETF position peaked at $10.8M in Q4 2023.
  • 706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.