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Strategic Blueprint’s Vanguard Financials ETF VFH Stock Holding History

Strategic Blueprint’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
-6,050
Closed -$723K – 739
2025
Q1 		$723K Buy
6,050
+139
+2% +$16.9K 0.04% 348
2024
Q4 		$698K Buy
5,911
+107
+2% +$12.7K 0.04% 336
2024
Q3 		$638K Buy
5,804
+871
+18% +$92.3K 0.04% 344
2024
Q2 		$493K Buy
4,933
+486
+11% +$48.5K 0.03% 381
2024
Q1 		$455K Buy
4,447
+596
+15% +$57.2K 0.03% 402
2023
Q4 		$355K Sell
3,851
-95
-2% -$7.98K 0.03% 414
2023
Q3 		$317K Buy
3,946
+118
+3% +$9.87K 0.03% 403
2023
Q2 		$311K Sell
3,828
-29
-0.8% -$2.28K 0.03% 414
2023
Q1 		$300K Buy
3,857
+83
+2% +$7.02K 0.03% 410
2022
Q4 		$312K Buy
3,774
+8
+0.2% +$661 0.04% 384
2022
Q3 		$280K Sell
3,766
-428
-10% -$34.8K 0.03% 390
2022
Q2 		$324K Sell
4,194
-189
-4% -$16K 0.04% 352
2022
Q1 		$409K Buy
4,383
+1,313
+43% +$126K 0.05% 323
2021
Q4 		$296K Hold
3,070
– – 0.04% 384
2021
Q3 		$284K Sell
3,070
-267
-8% -$24.6K 0.04% 345
2021
Q2 		$302K Hold
3,337
– – 0.05% 302
2021
Q1 		$282K Buy
3,337
+84
+3% +$6.7K 0.06% 251
2020
Q4 		$237K Sell
3,253
-178
-5% -$11.8K 0.06% 217
2020
Q3 		$201K Sell
3,431
-500
-13% -$29.7K 0.06% 205
2020
Q2 		$225K Sell
3,931
-100
-2% -$5.56K 0.08% 156
2020
Q1 		$204K Buy
4,031
+300
+8% +$20.4K 0.12% 119
2019
Q4 		$285K Buy
+3,731
New +$272K 0.2% 70

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Blueprint's VFH Position: Q2 2025 in Review

Strategic Blueprint sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 6,050 shares — an estimated $723K sold.

Strategic Blueprint first reported a position in VFH in Q4 2019 and held it in 22 quarters. The position peaked at $723K in Q1 2025. 706 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

  • Strategic Blueprint reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Blueprint sold 6,050 Vanguard Financials ETF shares in Q2 2025, an estimated $723K.
  • Strategic Blueprint first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 22 quarters.
  • Strategic Blueprint's Vanguard Financials ETF position peaked at $723K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Strategic Blueprint's 13F filing for Q2 2025, filed 30 Jul 2025.