Allied Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Allied Investment Advisors’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	$245K	Hold	1,863	–	–	0.03%	96
2026 Q1	$225K	Sell	1,863 -1,719	-48%	-$219K	0.03%	92
2025 Q4	$478K	Hold	3,582	–	–	0.07%	67
2025 Q3	$470K	Sell	3,582 -248	-6%	-$32.1K	0.07%	66
2025 Q2	$488K	Hold	3,830	–	–	0.09%	60
2025 Q1	$458K	Hold	3,830	–	–	0.09%	59
2024 Q4	$452K	Sell	3,830 -195	-5%	-$23.1K	0.09%	56
2024 Q3	$442K	Sell	4,025 -94	-2%	-$9.96K	0.09%	55
2024 Q2	$411K	Hold	4,119	–	–	0.1%	52
2024 Q1	$422K	Sell	4,119 -32	-0.8%	-$3.07K	0.1%	48
2023 Q4	$383K	Sell	4,151 -285	-6%	-$23.9K	0.1%	49
2023 Q3	$356K	Buy	+4,436	New	+$371K	0.11%	47

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

Allied Investment Advisors's VFH Position: Q2 2026 in Review

Allied Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,863 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #96.

Allied Investment Advisors first reported a position in VFH in Q3 2023 and has held it in 12 quarters since. The position peaked at $488K in Q2 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Allied Investment Advisors held 1,863 shares of Vanguard Financials ETF worth $245K as of Q2 2026.
Allied Investment Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.03% of Allied Investment Advisors's portfolio in Q2 2026, its #96 holding.
Allied Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 12 quarters since.
Allied Investment Advisors's Vanguard Financials ETF position peaked at $488K in Q2 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.