Ameliora Wealth Management
VFH icon

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

Ameliora 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
Q3 		$13.9K Hold
107
– – ﹤0.01% 214
2026
Q2 		$14.1K Hold
107
– – ﹤0.01% 207
2026
Q1 		$12.9K Hold
107
– – ﹤0.01% 211
2025
Q4 		$14.3K Hold
107
– – ﹤0.01% 208
2025
Q3 		$14K Hold
107
– – ﹤0.01% 204
2025
Q2 		$13.6K Hold
107
– – ﹤0.01% 191
2025
Q1 		$12.8K Buy
+107
New +$13K ﹤0.01% 206

Other funds holding VFH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Ameliora Wealth Management's VFH Position: Q3 2026 in Review

Ameliora Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 107 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Ameliora Wealth Management first reported a position in VFH in Q1 2025 and has held it in 7 quarters since. The position peaked at $14.3K in Q4 2025. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Ameliora Wealth Management held 107 shares of Vanguard Financials ETF worth $13.9K as of Q3 2026.
  • Ameliora Wealth Management left its Vanguard Financials ETF share count unchanged in Q3 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Ameliora Wealth Management's portfolio in Q3 2026, its #214 holding.
  • Ameliora Wealth Management first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 7 quarters since.
  • Ameliora Wealth Management's Vanguard Financials ETF position peaked at $14.3K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Ameliora Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.