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Spectrum Wealth Counsel’s Vanguard Financials ETF VFH Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$5.86K Hold
49
– – ﹤0.01% 244
2024
Q4 		$5.79K Hold
49
– – ﹤0.01% 248
2024
Q3 		$5.39K Hold
49
– – ﹤0.01% 269
2024
Q2 		$4.89K Hold
49
– – ﹤0.01% 317
2024
Q1 		$5.02K Buy
+49
New +$4.7K ﹤0.01% 322

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spectrum Wealth Counsel's VFH Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Vanguard Financials ETF (VFH) position steady in Q1 2025 at 49 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Spectrum Wealth Counsel first reported a position in VFH in Q1 2024 and has held it in 5 quarters since. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

  • Spectrum Wealth Counsel held 49 shares of Vanguard Financials ETF worth $5.86K as of Q1 2025.
  • Spectrum Wealth Counsel left its Vanguard Financials ETF share count unchanged in Q1 2025.
  • Vanguard Financials ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #244 holding.
  • Spectrum Wealth Counsel first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 5 quarters since.
  • 700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.