AP
VFH icon

Americana Partners’s Vanguard Financials ETF VFH Stock Holding History

Americana Partners’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 		$541K Sell
4,112
-154
-4% -$19.6K 0.01% 389
2026
Q1 		$515K Buy
4,266
+1,908
+81% +$243K 0.01% 348
2025
Q4 		$315K Sell
2,358
-36
-2% -$4.68K 0.01% 395
2025
Q3 		$314K Buy
2,394
+65
+3% +$8.42K 0.01% 372
2025
Q2 		$297K Sell
2,329
-629
-21% -$75K 0.01% 362
2025
Q1 		$353K Sell
2,958
-679
-19% -$82.7K 0.01% 312
2024
Q4 		$429K Buy
3,637
+142
+4% +$16.8K 0.02% 297
2024
Q3 		$384K Buy
3,495
+13
+0.4% +$1.38K 0.03% 280
2024
Q2 		$348K Sell
3,482
-11
-0.3% -$1.1K 0.03% 270
2024
Q1 		$358K Buy
3,493
+688
+25% +$66K 0.03% 265
2023
Q4 		$259K Buy
+2,805
New +$236K 0.02% 276

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

Americana Partners's VFH Position: Q2 2026 in Review

Americana Partners reduced its Vanguard Financials ETF (VFH) stake by 3.6% in Q2 2026, selling an estimated $19.6K and leaving 4,112 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #389.

Americana Partners first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Americana Partners held 4,112 shares of Vanguard Financials ETF worth $541K as of Q2 2026.
  • Americana Partners sold 154 Vanguard Financials ETF shares in Q2 2026, an estimated $19.6K.
  • Vanguard Financials ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #389 holding.
  • Americana Partners first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.