Stapp Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Stapp Wealth 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 Q2	–	Sell	-25,949	Closed	-$3.1M	–	32
2025 Q1	$3.1M	Sell	25,949 -1,018	-4%	-$124K	4.77%	8
2024 Q4	$3.18M	Buy	26,967 +157	+0.6%	+$18.6K	4.96%	8
2024 Q3	$2.95M	Sell	26,810 -438	-2%	-$46.4K	4.76%	8
2024 Q2	$2.72M	Sell	27,248 -1,854	-6%	-$185K	4.72%	8
2024 Q1	$2.98M	Sell	29,102 -507	-2%	-$48.6K	5.2%	7
2023 Q4	$2.73M	Sell	29,609 -4,917	-14%	-$413K	4.59%	8
2023 Q3	$2.77M	Buy	+34,526	New	+$2.89M	5.34%	6
2023 Q2	–	Sell	-30,913	Closed	-$24.1M	–	25
2023 Q1	$24.1M	Buy	+30,913	New	+$2.62M	33.06%	1

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

Stapp Wealth Management's VFH Position: Q2 2025 in Review

Stapp Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 25,949 shares — an estimated $3.1M sold.

Stapp Wealth Management first reported a position in VFH in Q1 2023 and held it in 8 quarters. The position peaked at $24.1M in Q1 2023. 705 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Stapp Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
Stapp Wealth Management sold 25,949 Vanguard Financials ETF shares in Q2 2025, an estimated $3.1M.
Stapp Wealth Management first reported a position in Vanguard Financials ETF in Q1 2023 and held it in 8 quarters.
Stapp Wealth Management's Vanguard Financials ETF position peaked at $24.1M in Q1 2023.
705 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Stapp Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.