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AlphaStar Capital Management’s Vanguard Financials ETF VFH Stock Holding History

AlphaStar Capital 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 		$739K Buy
+5,619
New +$717K 0.05% 130
2018
Q1 		– Sell
-2,887
Closed -$202K – 209
2017
Q4 		$202K Buy
+2,887
New +$196K 0.05% 182

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AlphaStar Capital Management's VFH Position: Q2 2026 in Review

AlphaStar Capital Management opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 5,619 shares worth $739K. The stake represents 0.05% of the portfolio and ranks #130 among its holdings. This is a return to the name: AlphaStar Capital Management previously reported a position in VFH as recently as Q4 2017.

AlphaStar Capital Management first reported a position in VFH in Q4 2017 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • AlphaStar Capital Management held 5,619 shares of Vanguard Financials ETF worth $739K as of Q2 2026.
  • Vanguard Financials ETF was a new AlphaStar Capital Management position in Q2 2026.
  • Vanguard Financials ETF made up 0.05% of AlphaStar Capital Management's portfolio in Q2 2026, its #130 holding.
  • AlphaStar Capital Management first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.