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Summit Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Summit Asset 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
Q4 		– Sell
-2,024
Closed -$266K – 180
2025
Q3 		$266K Hold
2,024
– – 0.04% 144
2025
Q2 		$258K Hold
2,024
– – 0.04% 143
2025
Q1 		$242K Hold
2,024
– – 0.04% 144
2024
Q4 		$239K Buy
2,024
+11
+0.5% +$1.3K 0.04% 148
2024
Q3 		$221K Buy
2,013
+9
+0.4% +$954 0.04% 156
2024
Q2 		$200K Hold
2,004
– – 0.04% 154
2024
Q1 		$205K Buy
+2,004
New +$192K 0.04% 154

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

Summit Asset Management's VFH Position: Q4 2025 in Review

Summit Asset Management sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 2,024 shares — an estimated $266K sold.

Summit Asset Management first reported a position in VFH in Q1 2024 and held it in 7 quarters. The position peaked at $266K in Q3 2025. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Summit Asset Management reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Asset Management sold 2,024 Vanguard Financials ETF shares in Q4 2025, an estimated $266K.
  • Summit Asset Management first reported a position in Vanguard Financials ETF in Q1 2024 and held it in 7 quarters.
  • Summit Asset Management's Vanguard Financials ETF position peaked at $266K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Summit Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.