Ameritas Advisory Services
VFH icon

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
Q3 		$30.3M Buy
232,944
+35,408
+18% +$4.91M 0.58% 35
2026
Q2 		$26M Buy
197,536
+64,658
+49% +$8.25M 0.52% 47
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% +$9.6M 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

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Ameritas Advisory Services's VFH Position: Q3 2026 in Review

Ameritas Advisory Services increased its Vanguard Financials ETF (VFH) stake by 18% in Q3 2026, buying an estimated $4.91M and bringing the position to 232,944 shares worth $30.3M. The position accounts for 0.58% of the portfolio, ranked #35.

Ameritas Advisory Services first reported a position in VFH in Q4 2021 and has held it in 20 quarters since. The position peaked at $64M in Q4 2021. 598 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Ameritas Advisory Services held 232,944 shares of Vanguard Financials ETF worth $30.3M as of Q3 2026.
  • Ameritas Advisory Services bought 35,408 Vanguard Financials ETF shares in Q3 2026, an estimated $4.91M.
  • Vanguard Financials ETF made up 0.58% of Ameritas Advisory Services's portfolio in Q3 2026, its #35 holding.
  • Ameritas Advisory Services first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 20 quarters since.
  • Ameritas Advisory Services's Vanguard Financials ETF position peaked at $64M in Q4 2021.
  • 598 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.