West Branch Capital’s Vanguard Financials ETF VFH Stock Holding History

West Branch Capital’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	-41	Closed	-$4.9K	–	534
2025 Q1	$4.9K	Hold	41	–	–	﹤0.01%	349
2024 Q4	$4.84K	Sell	41 -4	-9%	-$473	﹤0.01%	338
2024 Q3	$4.95K	Hold	45	–	–	﹤0.01%	341
2024 Q2	$4.5K	Hold	45	–	–	﹤0.01%	343
2024 Q1	$4.61K	Hold	45	–	–	﹤0.01%	343
2023 Q4	$4.15K	Hold	45	–	–	﹤0.01%	350
2023 Q3	$3.62K	Hold	45	–	–	﹤0.01%	365
2023 Q2	$3.66K	Hold	45	–	–	﹤0.01%	372
2023 Q1	$3.51K	Hold	45	–	–	﹤0.01%	379
2022 Q4	$3.72K	Hold	45	–	–	﹤0.01%	369
2022 Q3	$3K	Hold	45	–	–	﹤0.01%	389
2022 Q2	$3K	Hold	45	–	–	﹤0.01%	376
2022 Q1	$4K	Hold	45	–	–	﹤0.01%	377
2021 Q4	$4K	Hold	45	–	–	﹤0.01%	399
2021 Q3	$4K	Hold	45	–	–	﹤0.01%	376
2021 Q2	$4K	Buy	+45	New	+$4.07K	﹤0.01%	392

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $369B AUM 28.27% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

West Branch Capital's VFH Position: Q2 2025 in Review

West Branch Capital sold out of Vanguard Financials ETF (VFH) in Q2 2025, closing a stake of 41 shares — an estimated $4.9K sold.

West Branch Capital first reported a position in VFH in Q2 2021 and held it in 16 quarters. The position peaked at $4.95K in Q3 2024. 707 funds tracked by Wall St. Rank hold VFH as of Q2 2025.

West Branch Capital reported no remaining Vanguard Financials ETF position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 41 Vanguard Financials ETF shares in Q2 2025, an estimated $4.9K.
West Branch Capital first reported a position in Vanguard Financials ETF in Q2 2021 and held it in 16 quarters.
West Branch Capital's Vanguard Financials ETF position peaked at $4.95K in Q3 2024.
707 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.