Semmax Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Semmax Financial 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	$2.78M	Buy	21,911 +3,546	+19%	+$423K	0.71%	54
2025 Q1	$2.2M	Buy	18,365 +8,387	+84%	+$1.02M	0.6%	65
2024 Q4	$1.26M	Buy	+9,978	New	+$1.18M	0.34%	82

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

Semmax Financial Advisors's VFH Position: Q2 2025 in Review

Semmax Financial Advisors increased its Vanguard Financials ETF (VFH) stake by 19% in Q2 2025, buying an estimated $423K and bringing the position to 21,911 shares worth $2.78M. The position accounts for 0.71% of the portfolio, ranked #54.

Semmax Financial Advisors first reported a position in VFH in Q4 2024 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Semmax Financial Advisors held 21,911 shares of Vanguard Financials ETF worth $2.78M as of Q2 2025.
Semmax Financial Advisors bought 3,546 Vanguard Financials ETF shares in Q2 2025, an estimated $423K.
Vanguard Financials ETF made up 0.71% of Semmax Financial Advisors's portfolio in Q2 2025, its #54 holding.
Semmax Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 3 quarters since.
704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.