Ameritas Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Ameritas Advisory Services’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	$16.1M	Sell	132,878 -42,396	-24%	-$5.41M	0.62%	41
2025 Q4	$23.4M	Buy	175,274 +171,906	+5,104%	+$22.3M	0.87%	22
2025 Q3	$442K	Sell	3,368 -11,868	-78%	-$1.54M	0.03%	428
2025 Q2	$1.94M	Sell	15,236 -3,205	-17%	-$382K	0.1%	199
2025 Q1	$2.2M	Sell	18,441 -94	-0.5%	-$11.5K	0.09%	214
2024 Q4	$2.19M	Buy	18,535 +353	+2%	+$41.7K	0.08%	236
2024 Q3	$2M	Buy	18,182 +2,364	+15%	+$251K	0.09%	233
2024 Q2	$1.58M	Buy	15,818 +449	+3%	+$44.8K	0.06%	301
2024 Q1	$1.56M	Sell	15,369 -111,914	-88%	-$10.7M	0.06%	282
2023 Q4	$11.8M	Buy	127,283 +114,570	+901%	+$9.63M	0.65%	43
2023 Q3	$1.02M	Buy	12,713 +9,730	+326%	+$813K	0.05%	333
2023 Q2	$242K	Sell	2,983 -5,514	-65%	-$433K	0.03%	471
2023 Q1	$672K	Sell	8,497 -7,456	-47%	-$631K	0.03%	410
2022 Q4	$1.32M	Buy	15,953 +5,557	+53%	+$459K	0.06%	284
2022 Q3	$774K	Buy	10,396 +326	+3%	+$26.5K	0.05%	334
2022 Q2	$777K	Sell	10,070 -537,550	-98%	-$45.4M	0.05%	342
2022 Q1	$51.1M	Sell	547,620 -115,611	-17%	-$11.1M	1.87%	12
2021 Q4	$64M	Buy	+663,231	New	+$64.6M	2.34%	7

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Advisory Services's VFH Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Vanguard Financials ETF (VFH) stake by 24% in Q1 2026, selling an estimated $5.41M and leaving 132,878 shares worth $16.1M. The position accounts for 0.62% of the portfolio, ranked #41.

Ameritas Advisory Services first reported a position in VFH in Q4 2021 and has held it in 18 quarters since. The position peaked at $64M in Q4 2021. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Ameritas Advisory Services held 132,878 shares of Vanguard Financials ETF worth $16.1M as of Q1 2026.
Ameritas Advisory Services sold 42,396 Vanguard Financials ETF shares in Q1 2026, an estimated $5.41M.
Vanguard Financials ETF made up 0.62% of Ameritas Advisory Services's portfolio in Q1 2026, its #41 holding.
Ameritas Advisory Services first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Vanguard Financials ETF position peaked at $64M in Q4 2021.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.