NRI Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

NRI Wealth 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 Q4	–	Sell	-3,057	Closed	-$401K	–	33
2025 Q3	$401K	Sell	3,057 -30,564	-91%	-$3.96M	0.21%	23
2025 Q2	$4.28M	Buy	33,621 +2,839	+9%	+$339K	2.58%	11
2025 Q1	$3.68M	Buy	30,782 +27,524	+845%	+$3.35M	2.72%	9
2024 Q4	$385K	Buy	+3,258	New	+$385K	0.27%	23
2024 Q2	$347K	Sell	3,478 -260	-7%	-$26K	0.27%	23
2024 Q1	$383K	Sell	3,738 -832	-18%	-$79.8K	0.32%	24
2023 Q4	$422K	Buy	+4,570	New	+$384K	0.42%	22

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

NRI Wealth Management's VFH Position: Q4 2025 in Review

NRI Wealth Management sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 3,057 shares — an estimated $401K sold.

NRI Wealth Management first reported a position in VFH in Q4 2023 and held it in 7 quarters. The position peaked at $4.28M in Q2 2025. 750 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

NRI Wealth Management reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
NRI Wealth Management sold 3,057 Vanguard Financials ETF shares in Q4 2025, an estimated $401K.
NRI Wealth Management first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 7 quarters.
NRI Wealth Management's Vanguard Financials ETF position peaked at $4.28M in Q2 2025.
750 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.