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Pinnacle Associates’s Vanguard Financials ETF VFH Stock Holding History

Pinnacle Associates’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
-1,541
Closed -$202K – 953
2025
Q3 		$202K Buy
+1,541
New +$200K ﹤0.01% 837
2022
Q3 		– Sell
-7,801
Closed -$602K – 771
2022
Q2 		$602K Buy
+7,801
New +$659K 0.01% 491

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Pinnacle Associates's VFH Position: Q4 2025 in Review

Pinnacle Associates sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 1,541 shares — an estimated $202K sold.

Pinnacle Associates first reported a position in VFH in Q2 2022 and held it in 2 quarters. The position peaked at $602K in Q2 2022. 750 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Pinnacle Associates reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Pinnacle Associates sold 1,541 Vanguard Financials ETF shares in Q4 2025, an estimated $202K.
  • Pinnacle Associates first reported a position in Vanguard Financials ETF in Q2 2022 and held it in 2 quarters.
  • Pinnacle Associates's Vanguard Financials ETF position peaked at $602K in Q2 2022.
  • 750 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Pinnacle Associates's 13F filing for Q4 2025, filed 5 Feb 2026.