AP
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return