1 North Wealth Services’s Vanguard Financials ETF VFH Stock Holding History

1 North Wealth Services’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
2026 Q2	$23.2K	Buy	+176	New	+$22.5K	0.01%	127

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1 North Wealth Services's VFH Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 176 shares worth $23.2K. The stake represents 0.01% of the portfolio and ranks #127 among its holdings.

758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

1 North Wealth Services held 176 shares of Vanguard Financials ETF worth $23.2K as of Q2 2026.
Vanguard Financials ETF was a new 1 North Wealth Services position in Q2 2026.
Vanguard Financials ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #127 holding.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.