VWWMG
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Vermillion & White Wealth Management Group’s Vanguard Financials ETF VFH Stock Holding History

Vermillion & White Wealth Management 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
-7
Closed -$919 – 631
2025
Q3 		$919 Hold
7
– – ﹤0.01% 531
2025
Q2 		$891 Hold
7
– – ﹤0.01% 496
2025
Q1 		$836 Buy
+7
New +$853 ﹤0.01% 485

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

Vermillion & White Wealth Management Group's VFH Position: Q4 2025 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Financials ETF (VFH) in Q4 2025, closing a stake of 7 shares — an estimated $919 sold.

Vermillion & White Wealth Management Group first reported a position in VFH in Q1 2025 and held it in 3 quarters. The position peaked at $919 in Q3 2025. 753 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

  • Vermillion & White Wealth Management Group reported no remaining Vanguard Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 7 Vanguard Financials ETF shares in Q4 2025, an estimated $919.
  • Vermillion & White Wealth Management Group first reported a position in Vanguard Financials ETF in Q1 2025 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Vanguard Financials ETF position peaked at $919 in Q3 2025.
  • 753 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2025, filed 18 Feb 2026.