PRI
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Prepared Retirement Institute’s Vanguard Financials ETF VFH Stock Holding History

Prepared Retirement Institute’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
2024
Q3 		– Sell
-4,450
Closed -$444K – 83
2024
Q2 		$444K Hold
4,450
– – 0.29% 39
2024
Q1 		$456K Hold
4,450
– – 0.34% 34
2023
Q4 		$411K Buy
+4,450
New +$374K 0.31% 48

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prepared Retirement Institute's VFH Position: Q3 2024 in Review

Prepared Retirement Institute sold out of Vanguard Financials ETF (VFH) in Q3 2024, closing a stake of 4,450 shares — an estimated $444K sold.

Prepared Retirement Institute first reported a position in VFH in Q4 2023 and held it in 3 quarters. The position peaked at $456K in Q1 2024. 630 funds tracked by Wall St. Rank hold VFH as of Q3 2024.

  • Prepared Retirement Institute reported no remaining Vanguard Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 4,450 Vanguard Financials ETF shares in Q3 2024, an estimated $444K.
  • Prepared Retirement Institute first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 3 quarters.
  • Prepared Retirement Institute's Vanguard Financials ETF position peaked at $456K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2024.

Based on Prepared Retirement Institute's 13F filing for Q3 2024, filed 13 Feb 2025.