Tortoise Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Tortoise Investment 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	-906	Closed	-$119K	–	1396
2025 Q3	$119K	Hold	906	–	–	0.01%	281
2025 Q2	$115K	Hold	906	–	–	0.01%	277
2025 Q1	$108K	Sell	906 -240	-21%	-$29.2K	0.01%	273
2024 Q4	$135K	Buy	1,146 +240	+26%	+$28.4K	0.01%	273
2024 Q3	$99.6K	Hold	906	–	–	0.01%	316
2024 Q2	$90.5K	Hold	906	–	–	0.01%	318
2024 Q1	$92.8K	Buy	906 +800	+755%	+$76.8K	0.01%	304
2023 Q4	$9.78K	Hold	106	–	–	﹤0.01%	581
2023 Q3	$8.51K	Hold	106	–	–	﹤0.01%	582
2023 Q2	$8.61K	Hold	106	–	–	﹤0.01%	578
2023 Q1	$8.26K	Hold	106	–	–	﹤0.01%	567
2022 Q4	$8.77K	Hold	106	–	–	﹤0.01%	556
2022 Q3	$8K	Hold	106	–	–	﹤0.01%	568
2022 Q2	$8K	Hold	106	–	–	﹤0.01%	553
2022 Q1	$10K	Hold	106	–	–	﹤0.01%	500
2021 Q4	$10K	Buy	+106	New	+$10.3K	﹤0.01%	487

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Tortoise Investment Management's VFH Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 906 shares — an estimated $119K sold.

Tortoise Investment Management first reported a position in VFH in Q4 2021 and held it in 16 quarters. The position peaked at $135K in Q4 2024. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

Tortoise Investment Management reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 906 Vanguard Financials ETF shares in Q4 2025, an estimated $119K.
Tortoise Investment Management first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 16 quarters.
Tortoise Investment Management's Vanguard Financials ETF position peaked at $135K in Q4 2024.
752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.