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Royal Harbor Partners’s Vanguard Financials ETF VFH Stock Holding History

Royal Harbor Partners’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
-1,601
Closed -$204K – 52
2025
Q2 		$204K Buy
+1,601
New +$191K 0.07% 49

Other funds holding VFH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Harbor Partners's VFH Position: Q3 2025 in Review

Royal Harbor Partners sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 1,601 shares — an estimated $204K sold.

Royal Harbor Partners first reported a position in VFH in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Royal Harbor Partners reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Royal Harbor Partners sold 1,601 Vanguard Financials ETF shares in Q3 2025, an estimated $204K.
  • Royal Harbor Partners first reported a position in Vanguard Financials ETF in Q2 2025 and held it in 1 quarter.
  • Royal Harbor Partners's Vanguard Financials ETF position peaked at $204K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Royal Harbor Partners's 13F filing for Q3 2025, filed 22 Oct 2025.