PCS
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Private Client Services’s Vanguard Financials ETF VFH Stock Holding History

Private Client Services’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
Q2 		– Sell
-2,018
Closed -$241K – 224
2025
Q1 		$241K Sell
2,018
-176
-8% -$21.4K 0.12% 160
2024
Q4 		$259K Buy
2,194
+53
+2% +$6.27K 0.14% 142
2024
Q3 		$235K Buy
2,141
+134
+7% +$14.2K 0.13% 150
2024
Q2 		$200K Buy
+2,007
New +$200K 0.13% 136

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Client Services's VFH Position: Q2 2025 in Review

Private Client Services sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 2,018 shares — an estimated $241K sold.

Private Client Services first reported a position in VFH in Q2 2024 and held it in 4 quarters. The position peaked at $259K in Q4 2024. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Private Client Services reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Private Client Services sold 2,018 Vanguard Financials ETF shares in Q2 2025, an estimated $241K.
  • Private Client Services first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 4 quarters.
  • Private Client Services's Vanguard Financials ETF position peaked at $259K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.