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Palisade Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Palisade Asset 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
-160
Closed -$21K – 657
2025
Q3 		$21K Buy
+160
New +$20.7K ﹤0.01% 335
2024
Q2 		– Sell
-160
Closed -$16.4K – 387
2024
Q1 		$16.4K Buy
+160
New +$15.4K ﹤0.01% 329

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 $1.65B AUM 17.84% 1-Year Est. Return

Palisade Asset Management's VFH Position: Q4 2025 in Review

Palisade Asset Management sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 160 shares — an estimated $21K sold.

Palisade Asset Management first reported a position in VFH in Q1 2024 and held it in 2 quarters. The position peaked at $21K in Q3 2025. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Palisade Asset Management reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 160 Vanguard Financials ETF shares in Q4 2025, an estimated $21K.
  • Palisade Asset Management first reported a position in Vanguard Financials ETF in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's Vanguard Financials ETF position peaked at $21K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.