SVWAG
VFH icon

Sound View Wealth Advisors Group’s Vanguard Financials ETF VFH Stock Holding History

Sound View Wealth Advisors Group’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
Q4 		– Sell
-1,741
Closed -$229K – 440
2025
Q3 		$229K Sell
1,741
-22
-1% -$2.85K 0.02% 401
2025
Q2 		$224K Sell
1,763
-816
-32% -$97.3K 0.02% 387
2025
Q1 		$308K Sell
2,579
-609
-19% -$74.2K 0.03% 325
2024
Q4 		$376K Sell
3,188
-622
-16% -$73.6K 0.03% 303
2024
Q3 		$419K Buy
3,810
+79
+2% +$8.37K 0.03% 285
2024
Q2 		$373K Sell
3,731
-1,987
-35% -$198K 0.04% 271
2024
Q1 		$585K Sell
5,718
-1,933
-25% -$185K 0.06% 222
2023
Q4 		$706K Sell
7,651
-2,766
-27% -$232K 0.08% 198
2023
Q3 		$837K Buy
10,417
+195
+2% +$16.3K 0.1% 163
2023
Q2 		$830K Sell
10,222
-1,727
-14% -$136K 0.11% 170
2023
Q1 		$931K Buy
11,949
+4,298
+56% +$364K 0.13% 156
2022
Q4 		$706K Buy
7,651
+1,663
+28% +$137K 0.08% 198
2022
Q3 		$446K Buy
5,988
+127
+2% +$10.3K 0.1% 175
2022
Q2 		$452K Buy
5,861
+420
+8% +$35.5K 0.09% 179
2022
Q1 		$508K Buy
5,441
+604
+12% +$57.8K 0.1% 173
2021
Q4 		$467K Buy
+4,837
New +$471K 0.09% 185

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Sound View Wealth Advisors Group's VFH Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 1,741 shares — an estimated $229K sold.

Sound View Wealth Advisors Group first reported a position in VFH in Q4 2021 and held it in 16 quarters. The position peaked at $931K in Q1 2023. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 1,741 Vanguard Financials ETF shares in Q4 2025, an estimated $229K.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 16 quarters.
  • Sound View Wealth Advisors Group's Vanguard Financials ETF position peaked at $931K in Q1 2023.
  • 752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.