SVB Wealth’s Vanguard Financials ETF VFH Stock Holding History

SVB Wealth’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	-676	Closed	-$80.8K	–	1584
2025 Q1	$80.8K	Buy	+676	New	+$82.4K	﹤0.01%	451
2020 Q3	–	Sell	-3,893	Closed	-$223K	–	764
2020 Q2	$223K	Sell	3,893 -137	-3%	-$7.62K	﹤0.01%	522
2020 Q1	$204K	Sell	4,030 -901	-18%	-$61.4K	0.01%	461
2019 Q4	$376K	Buy	4,931 +1,961	+66%	+$143K	0.01%	467
2019 Q3	$208K	Buy	+2,970	New	+$205K	﹤0.01%	488

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

SVB Wealth's VFH Position: Q2 2025 in Review

SVB Wealth sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 676 shares — an estimated $80.8K sold.

SVB Wealth first reported a position in VFH in Q3 2019 and held it in 5 quarters. The position peaked at $376K in Q4 2019. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

SVB Wealth reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 676 Vanguard Financials ETF shares in Q2 2025, an estimated $80.8K.
SVB Wealth first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 5 quarters.
SVB Wealth's Vanguard Financials ETF position peaked at $376K in Q4 2019.
704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.