Plante Moran Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-292
| Closed | -$38.3K | – | 894 |
|
|
2025
Q3 | $38.3K | Hold |
292
| – | – | ﹤0.01% | 377 |
|
|
2025
Q2 | $37.2K | Hold |
292
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $34.9K | Hold |
292
| – | – | ﹤0.01% | 394 |
|
|
2024
Q4 | $34.5K | Hold |
292
| – | – | ﹤0.01% | 408 |
|
|
2024
Q3 | $32.1K | Sell |
292
-184
| -39% | -$19.5K | ﹤0.01% | 456 |
|
|
2024
Q2 | $47.5K | Hold |
476
| – | – | ﹤0.01% | 346 |
|
|
2024
Q1 | $48.7K | Hold |
476
| – | – | 0.01% | 342 |
|
|
2023
Q4 | $43.9K | Hold |
476
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $38.2K | Hold |
476
| – | – | ﹤0.01% | 328 |
|
|
2023
Q2 | $38.7K | Hold |
476
| – | – | ﹤0.01% | 334 |
|
|
2023
Q1 | $37.1K | Hold |
476
| – | – | 0.01% | 334 |
|
|
2022
Q4 | $39.4K | Sell |
476
-186
| -28% | -$15.4K | 0.01% | 343 |
|
|
2022
Q3 | $49K | Sell |
662
-200
| -23% | -$16.3K | 0.01% | 312 |
|
|
2022
Q2 | $67K | Sell |
862
-620
| -42% | -$52.4K | 0.01% | 277 |
|
|
2022
Q1 | $138K | Buy |
1,482
+620
| +72% | +$59.4K | 0.03% | 199 |
|
|
2021
Q4 | $83K | Hold |
862
| – | – | 0.01% | 275 |
|
|
2021
Q3 | $80K | Hold |
862
| – | – | 0.02% | 301 |
|
|
2021
Q2 | $78K | Buy |
862
+570
| +195% | +$51.5K | 0.02% | 286 |
|
|
2021
Q1 | $25K | Hold |
292
| – | – | 0.01% | 504 |
|
|
2020
Q4 | $21K | Hold |
292
| – | – | 0.01% | 528 |
|
|
2020
Q3 | $17K | Hold |
292
| – | – | 0.01% | 529 |
|
|
2020
Q2 | $17K | Sell |
292
-183
| -39% | -$10.2K | 0.01% | 460 |
|
|
2020
Q1 | $24K | Buy |
475
+183
| +63% | +$12.5K | 0.01% | 360 |
|
|
2019
Q4 | $22K | Hold |
292
| – | – | 0.01% | 448 |
|
|
2019
Q3 | $20K | Hold |
292
| – | – | 0.01% | 504 |
|
|
2019
Q2 | $20K | Hold |
292
| – | – | 0.01% | 480 |
|
|
2019
Q1 | $19K | Sell |
292
-952
| -77% | -$61.7K | 0.01% | 483 |
|
|
2018
Q4 | $74K | Buy |
1,244
+802
| +181% | +$52K | 0.03% | 241 |
|
|
2018
Q3 | $31K | Hold |
442
| – | – | 0.01% | 378 |
|
|
2018
Q2 | $30K | Hold |
442
| – | – | 0.02% | 421 |
|
|
2018
Q1 | $31K | Hold |
442
| – | – | 0.02% | 432 |
|
|
2017
Q4 | $31K | Hold |
442
| – | – | 0.02% | 430 |
|
|
2017
Q3 | $29K | Hold |
442
| – | – | 0.02% | 412 |
|
|
2017
Q2 | $28K | Sell |
442
-320
| -42% | -$19.3K | 0.02% | 420 |
|
|
2017
Q1 | $46K | Hold |
762
| – | – | 0.03% | 335 |
|
|
2016
Q4 | $45K | Hold |
762
| – | – | 0.03% | 352 |
|
|
2016
Q3 | $38K | Hold |
762
| – | – | 0.03% | 377 |
|
|
2016
Q2 | $36K | Hold |
762
| – | – | 0.03% | 341 |
|
|
2016
Q1 | $35K | Hold |
762
| – | – | 0.03% | 312 |
|
|
2015
Q4 | $37K | Buy |
+762
| New | +$37.3K | 0.03% | 348 |
|
Other funds holding VFH
PCH
BCMIO
Plante Moran Financial Advisors's VFH Position: Q4 2025 in Review
Plante Moran Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 292 shares — an estimated $38.3K sold.
Plante Moran Financial Advisors first reported a position in VFH in Q4 2015 and held it in 40 quarters. The position peaked at $138K in Q1 2022. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.
- Plante Moran Financial Advisors reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
- Plante Moran Financial Advisors sold 292 Vanguard Financials ETF shares in Q4 2025, an estimated $38.3K.
- Plante Moran Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2015 and held it in 40 quarters.
- Plante Moran Financial Advisors's Vanguard Financials ETF position peaked at $138K in Q1 2022.
- 753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.
Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.