Ridgewood Investments’s Vanguard Financials ETF VFH Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-75	Closed	-$9.55K	–	668
2025 Q2	$9.55K	Hold	75	–	–	﹤0.01%	524
2025 Q1	$8.96K	Hold	75	–	–	﹤0.01%	495
2024 Q4	$8.86K	Hold	75	–	–	﹤0.01%	508
2024 Q3	$8.24K	Hold	75	–	–	﹤0.01%	532
2024 Q2	$7.49K	Buy	+75	New	+$7.49K	﹤0.01%	541
2023 Q3	–	Sell	-75	Closed	-$6.09K	–	744
2023 Q2	$6.09K	Hold	75	–	–	﹤0.01%	572
2023 Q1	$5.84K	Buy	+75	New	+$6.34K	﹤0.01%	579

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ridgewood Investments's VFH Position: Q3 2025 in Review

Ridgewood Investments sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 75 shares — an estimated $9.55K sold.

Ridgewood Investments first reported a position in VFH in Q1 2023 and held it in 7 quarters. The position peaked at $9.55K in Q2 2025. 710 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

Ridgewood Investments reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 75 Vanguard Financials ETF shares in Q3 2025, an estimated $9.55K.
Ridgewood Investments first reported a position in Vanguard Financials ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Vanguard Financials ETF position peaked at $9.55K in Q2 2025.
710 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.