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Onyx Bridge Wealth Group’s Vanguard Financials ETF VFH Stock Holding History

Onyx Bridge Wealth 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
-1,570
Closed -$206K – 388
2025
Q3 		$206K Sell
1,570
-38
-2% -$4.92K 0.02% 339
2025
Q2 		$205K Sell
1,608
-228
-12% -$27.2K 0.03% 285
2025
Q1 		$219K Buy
1,836
+3
+0.2% +$366 0.03% 254
2024
Q4 		$216K Sell
1,833
-242
-12% -$28.6K 0.03% 247
2024
Q3 		$228K Buy
2,075
+4
+0.2% +$424 0.03% 244
2024
Q2 		$207K Hold
2,071
– – 0.03% 246
2024
Q1 		$205K Sell
2,071
-1,771
-46% -$170K 0.04% 234
2023
Q4 		$355K Sell
3,842
-31
-0.8% -$2.6K 0.07% 170
2023
Q3 		$311K Sell
3,873
-316
-8% -$26.4K 0.07% 172
2023
Q2 		$340K Buy
4,189
+992
+31% +$77.9K 0.08% 162
2023
Q1 		$249K Sell
3,197
-107
-3% -$9.05K 0.1% 144
2022
Q4 		$283K Sell
3,304
-218
-6% -$18K 0.12% 127
2022
Q3 		$263K Sell
3,522
-650
-16% -$52.9K 0.12% 120
2022
Q2 		$335K Buy
4,172
+195
+5% +$16.5K 0.15% 93
2022
Q1 		$341K Sell
3,977
-266
-6% -$25.5K 0.13% 88
2021
Q4 		$414K Buy
4,243
+1,971
+87% +$192K 0.14% 88
2021
Q3 		$222K Buy
+2,272
New +$210K 0.08% 135

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Onyx Bridge Wealth Group's VFH Position: Q4 2025 in Review

Onyx Bridge Wealth Group sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 1,570 shares — an estimated $206K sold.

Onyx Bridge Wealth Group first reported a position in VFH in Q3 2021 and held it in 17 quarters. The position peaked at $414K in Q4 2021. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Onyx Bridge Wealth Group reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 1,570 Vanguard Financials ETF shares in Q4 2025, an estimated $206K.
  • Onyx Bridge Wealth Group first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 17 quarters.
  • Onyx Bridge Wealth Group's Vanguard Financials ETF position peaked at $414K in Q4 2021.
  • 753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2025, filed 18 Feb 2026.