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BOLTON SECURITIES CORPORATION’s Vanguard Financials ETF VFH Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$541K Buy
+4,119
New +$533K 0.03% 494
2025
Q1 		$1.62M Buy
+13,554
New +$1.65M 0.1% 233

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 $765B AUM 28.39% 1-Year Est. Return
PGIM Custom Harvest
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VFH Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Financials ETF (VFH) in Q3 2025: 4,119 shares worth $541K. The stake represents 0.03% of the portfolio and ranks #494 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VFH as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in VFH in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.62M in Q1 2025. 713 funds tracked by Wall St. Rank hold VFH as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 4,119 shares of Vanguard Financials ETF worth $541K as of Q3 2025.
  • Vanguard Financials ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • Vanguard Financials ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #494 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Financials ETF position peaked at $1.62M in Q1 2025.
  • 713 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.