Abound Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Abound 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
2026 Q2	$31.1K	Sell	236 -90	-28%	-$11.5K	0.01%	301
2026 Q1	$39.4K	Buy	326 +90	+38%	+$11.5K	0.01%	284
2025 Q4	$31.5K	Hold	236	–	–	0.01%	293
2025 Q3	$30.9K	Hold	236	–	–	0.01%	286
2025 Q2	$30K	Buy	236 +1	+0.4%	+$119	0.01%	273
2025 Q1	$28.1K	Hold	235	–	–	0.01%	255
2024 Q4	$27.8K	Buy	235 +186	+380%	+$22K	0.01%	237
2024 Q3	$5.39K	Hold	49	–	–	﹤0.01%	532
2024 Q2	$4.89K	Sell	49 -50	-51%	-$4.99K	﹤0.01%	505
2024 Q1	$10.2K	Buy	99 +50	+102%	+$4.8K	﹤0.01%	369
2023 Q4	$4.52K	Hold	49	–	–	﹤0.01%	533
2023 Q3	$3.94K	Buy	+49	New	+$4.1K	﹤0.01%	513

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

Abound Wealth Management's VFH Position: Q2 2026 in Review

Abound Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 28% in Q2 2026, selling an estimated $11.5K and leaving 236 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #301.

Abound Wealth Management first reported a position in VFH in Q3 2023 and has held it in 12 quarters since. The position peaked at $39.4K in Q1 2026. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Abound Wealth Management held 236 shares of Vanguard Financials ETF worth $31.1K as of Q2 2026.
Abound Wealth Management sold 90 Vanguard Financials ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Financials ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #301 holding.
Abound Wealth Management first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 12 quarters since.
Abound Wealth Management's Vanguard Financials ETF position peaked at $39.4K in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.