SouthState Corp’s Vanguard Financials ETF VFH Stock Holding History

SouthState Corp’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
2026 Q1	$37.1K	Sell	307 -985	-76%	-$126K	﹤0.01%	493
2025 Q4	$172K	Buy	1,292 +8	+0.6%	+$1.04K	0.01%	333
2025 Q3	$169K	Buy	1,284 +44	+4%	+$5.7K	0.01%	332
2025 Q2	$158K	Sell	1,240 -1,590	-56%	-$190K	0.01%	365
2025 Q1	$338K	Buy	2,830 +1,830	+183%	+$223K	0.02%	301
2024 Q4	$118K	Hold	1,000	–	–	0.01%	297
2024 Q3	$110K	Sell	1,000 -286	-22%	-$30.3K	0.01%	296
2024 Q2	$128K	Buy	1,286 +196	+18%	+$19.6K	0.01%	283
2024 Q1	$112K	Hold	1,090	–	–	0.01%	291
2023 Q4	$101K	Hold	1,090	–	–	0.01%	286
2023 Q3	$87.5K	Hold	1,090	–	–	0.01%	297
2023 Q2	$88.6K	Hold	1,090	–	–	0.01%	302
2023 Q1	$84.9K	Buy	1,090 +1,000	+1,111%	+$84.6K	0.01%	324
2022 Q4	$7.45K	Hold	90	–	–	﹤0.01%	581
2022 Q3	$7K	Hold	90	–	–	﹤0.01%	581
2022 Q2	$7K	Sell	90 -90	-50%	-$7.6K	﹤0.01%	618
2022 Q1	$17K	Hold	180	–	–	﹤0.01%	551
2021 Q4	$17K	Hold	180	–	–	﹤0.01%	508
2021 Q3	$17K	Buy	+180	New	+$16.6K	﹤0.01%	449

Other funds holding VFH

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return