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Turning Point Benefit Group’s Vanguard Financials ETF VFH Stock Holding History

Turning Point Benefit Group’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
-18
Closed -$2.34K – 908
2025
Q3 		$2.34K Buy
+18
New +$2.33K ﹤0.01% 286

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

Turning Point Benefit Group's VFH Position: Q4 2025 in Review

Turning Point Benefit Group sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 18 shares — an estimated $2.34K sold.

Turning Point Benefit Group first reported a position in VFH in Q3 2025 and held it in 1 quarter. The position peaked at $2.34K in Q3 2025. 752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Turning Point Benefit Group reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Turning Point Benefit Group sold 18 Vanguard Financials ETF shares in Q4 2025, an estimated $2.34K.
  • Turning Point Benefit Group first reported a position in Vanguard Financials ETF in Q3 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Vanguard Financials ETF position peaked at $2.34K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.