Pathstone Holdings
VFH icon

Pathstone Holdings’s Vanguard Financials ETF VFH Stock Holding History

Pathstone Holdings’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
2026
Q1 		$4.65M Buy
38,504
+1,735
+5% +$221K 0.02% 596
2025
Q4 		$4.91M Sell
36,769
-467
-1% -$60.7K 0.02% 573
2025
Q3 		$4.89M Buy
37,236
+780
+2% +$101K 0.02% 564
2025
Q2 		$4.64M Sell
36,456
-2,711
-7% -$323K 0.02% 564
2025
Q1 		$4.68M Buy
39,167
+713
+2% +$86.9K 0.02% 584
2024
Q4 		$4.56M Buy
38,454
+3,750
+11% +$443K 0.02% 577
2024
Q3 		$3.81M Sell
34,704
-106
-0.3% -$11.2K 0.02% 662
2024
Q2 		$3.48M Sell
34,810
-255
-0.7% -$25.5K 0.02% 663
2024
Q1 		$3.59M Buy
35,065
+339
+1% +$32.5K 0.02% 646
2023
Q4 		$3.2M Buy
+34,726
New +$2.92M 0.02% 565

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return