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Smallwood Wealth Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Smallwood Wealth Investment Management’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
-48
Closed -$6.11K – 588
2025
Q2 		$6.11K Buy
+48
New +$5.72K ﹤0.01% 343

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

Smallwood Wealth Investment Management's VFH Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Vanguard Financials ETF (VFH) in Q3 2025, closing a stake of 48 shares — an estimated $6.11K sold.

Smallwood Wealth Investment Management first reported a position in VFH in Q2 2025 and held it in 1 quarter. The position peaked at $6.11K in Q2 2025. 708 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Vanguard Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 48 Vanguard Financials ETF shares in Q3 2025, an estimated $6.11K.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Financials ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Vanguard Financials ETF position peaked at $6.11K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.