AmeriFlex Group’s Vanguard Financials ETF VFH Stock Holding History

AmeriFlex Group’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	$52.6K	Hold	400	–	–	0.02%	487
2026 Q1	$48.3K	Hold	400	–	–	0.02%	425
2025 Q4	$53.4K	Sell	400 -400	-50%	-$52K	0.03%	404
2025 Q3	$105K	Buy	800 +174	+28%	+$22.5K	0.04%	318
2025 Q2	$78.8K	Buy	626 +90	+17%	+$10.7K	0.04%	299
2025 Q1	$64K	Hold	536	–	–	0.03%	411
2024 Q4	$67.4K	Buy	+536	New	+$63.4K	0.03%	378

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

AmeriFlex Group's VFH Position: Q2 2026 in Review

AmeriFlex Group held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 400 shares worth $52.6K. The position accounts for 0.02% of the portfolio, ranked #487.

AmeriFlex Group first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

AmeriFlex Group held 400 shares of Vanguard Financials ETF worth $52.6K as of Q2 2026.
AmeriFlex Group left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #487 holding.
AmeriFlex Group first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Financials ETF position peaked at $105K in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.