PSI Advisors’s Vanguard Financials ETF VFH Stock Holding History

PSI Advisors’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	-218	Closed	-$26K	–	668
2025 Q1	$26K	Sell	218 -20	-8%	-$2.44K	0.01%	337
2024 Q4	$28.1K	Hold	238	–	–	0.01%	357
2024 Q3	$26.2K	Hold	238	–	–	0.01%	374
2024 Q2	$23.8K	Hold	238	–	–	0.01%	370
2024 Q1	$24.4K	Hold	238	–	–	0.01%	359
2023 Q4	$22K	Hold	238	–	–	0.01%	394
2023 Q3	$19.1K	Hold	238	–	–	0.01%	392
2023 Q2	$19.3K	Hold	238	–	–	0.01%	396
2023 Q1	$18.5K	Hold	238	–	–	0.01%	349
2022 Q4	$19.7K	Hold	238	–	–	0.01%	320
2022 Q3	$18K	Hold	238	–	–	0.01%	344
2022 Q2	$18K	Hold	238	–	–	0.01%	370
2022 Q1	$22K	Hold	238	–	–	0.01%	359
2021 Q4	$23K	Hold	238	–	–	0.01%	383
2021 Q3	$22K	Buy	+238	New	+$22K	0.01%	377
2020 Q1	–	Sell	-238	Closed	-$18K	–	576
2019 Q4	$18K	Buy	+238	New	+$17.4K	0.01%	396

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSI Advisors's VFH Position: Q2 2025 in Review

PSI Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 218 shares — an estimated $26K sold.

PSI Advisors first reported a position in VFH in Q4 2019 and held it in 16 quarters. The position peaked at $28.1K in Q4 2024. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

PSI Advisors reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 218 Vanguard Financials ETF shares in Q2 2025, an estimated $26K.
PSI Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 16 quarters.
PSI Advisors's Vanguard Financials ETF position peaked at $28.1K in Q4 2024.
706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.