Sachetta’s Vanguard Financials ETF VFH Stock Holding History

Sachetta’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	-983	Closed	-$117K	–	1189
2025 Q1	$117K	Hold	983	–	–	0.05%	179
2024 Q4	$116K	Buy	+983	New	+$116K	0.05%	185

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sachetta's VFH Position: Q2 2025 in Review

Sachetta sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 983 shares — an estimated $117K sold.

Sachetta first reported a position in VFH in Q4 2024 and held it in 2 quarters. The position peaked at $117K in Q1 2025. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Sachetta reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Sachetta sold 983 Vanguard Financials ETF shares in Q2 2025, an estimated $117K.
Sachetta first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 2 quarters.
Sachetta's Vanguard Financials ETF position peaked at $117K in Q1 2025.
704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Sachetta's 13F filing for Q2 2025, filed 23 Jul 2025.