Tyler-Stone Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Tyler-Stone Wealth 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 Q2	$741K	Buy	5,819 +18	+0.3%	+$2.15K	0.12%	156
2025 Q1	$693K	Buy	5,801 +21	+0.4%	+$2.56K	0.12%	151
2024 Q4	$682K	Buy	5,780 +51	+0.9%	+$6.03K	0.12%	152
2024 Q3	$630K	Buy	5,729 +2,875	+101%	+$305K	0.12%	158
2024 Q2	$285K	Hold	2,854	–	–	0.12%	149
2024 Q1	$292K	Sell	2,854 -482	-14%	-$46.2K	0.13%	151
2023 Q4	$308K	Sell	3,336 -68	-2%	-$5.71K	0.15%	132
2023 Q3	$273K	Buy	3,404 +15	+0.4%	+$1.25K	0.16%	125
2023 Q2	$275K	Buy	+3,389	New	+$266K	0.16%	126
2022 Q4	$279K	Buy	3,373 +39	+1%	+$3.22K	0.19%	117
2022 Q3	$248K	Hold	3,334	–	–	0.19%	116
2022 Q2	$257K	Buy	3,334 +14	+0.4%	+$1.18K	0.17%	120
2022 Q1	$310K	Buy	3,320 +230	+7%	+$22K	0.17%	123
2021 Q4	$298K	Buy	+3,090	New	+$301K	0.16%	133

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

Tyler-Stone Wealth Management's VFH Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.31% in Q2 2025, buying an estimated $2.15K and bringing the position to 5,819 shares worth $741K. The position accounts for 0.12% of the portfolio, ranked #156.

Tyler-Stone Wealth Management first reported a position in VFH in Q4 2021 and has held it in 14 quarters since. 704 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

Tyler-Stone Wealth Management held 5,819 shares of Vanguard Financials ETF worth $741K as of Q2 2025.
Tyler-Stone Wealth Management bought 18 Vanguard Financials ETF shares in Q2 2025, an estimated $2.15K.
Vanguard Financials ETF made up 0.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #156 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 14 quarters since.
704 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.