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Saxon Interests’s Vanguard Financials ETF VFH Stock Holding History

Saxon Interests’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
-7,190
Closed -$859K – 217
2025
Q2 		$859K Hold
7,190
– – 0.4% 62
2025
Q1 		$859K Buy
7,190
+426
+6% +$51.9K 0.4% 62
2024
Q4 		$799K Buy
+6,764
New +$800K 0.35% 68

Other funds holding VFH

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

Saxon Interests's VFH Position: Q3 2025 in Review

Saxon Interests sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 7,190 shares — an estimated $859K sold.

Saxon Interests first reported a position in VFH in Q4 2024 and held it in 3 quarters. The position peaked at $859K in Q2 2025. 707 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Saxon Interests reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Saxon Interests sold 7,190 Vanguard Financials ETF shares in Q3 2025, an estimated $859K.
  • Saxon Interests first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 3 quarters.
  • Saxon Interests's Vanguard Financials ETF position peaked at $859K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Saxon Interests's 13F filing for Q3 2025, filed 3 Nov 2025.