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Ogorek Anthony Joseph’s Vanguard Financials ETF VFH Stock Holding History

Ogorek Anthony Joseph’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
-30
Closed -$3K – 685
2024
Q4 		$3K Buy
+30
New +$3.55K ﹤0.01% 270
2020
Q3 		– Sell
-30
Closed -$1K – 207
2020
Q2 		$1K Hold
30
– – ﹤0.01% 188
2020
Q1 		$1K Sell
30
-46,262
-100% -$3.15M ﹤0.01% 204
2019
Q4 		$3.53M Buy
+46,292
New +$3.38M 1.72% 12

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ogorek Anthony Joseph's VFH Position: Q1 2025 in Review

Ogorek Anthony Joseph sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 30 shares — an estimated $3K sold.

Ogorek Anthony Joseph first reported a position in VFH in Q4 2019 and held it in 4 quarters. The position peaked at $3.53M in Q4 2019. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Ogorek Anthony Joseph reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 30 Vanguard Financials ETF shares in Q1 2025, an estimated $3K.
  • Ogorek Anthony Joseph first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 4 quarters.
  • Ogorek Anthony Joseph's Vanguard Financials ETF position peaked at $3.53M in Q4 2019.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2025, filed 9 May 2025.