Amplius Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Amplius Wealth Advisors’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	$357K	Hold	2,743	–	–	0.02%	154
2026 Q2	$361K	Hold	2,743	–	–	0.03%	155
2026 Q1	$331K	Hold	2,743	–	–	0.03%	137
2025 Q4	$366K	Hold	2,743	–	–	0.03%	130
2025 Q3	$360K	Sell	2,743 -200	-7%	-$25.9K	0.03%	131
2025 Q2	$375K	Hold	2,943	–	–	0.03%	139
2025 Q1	$352K	Hold	2,943	–	–	0.04%	127
2024 Q4	$347K	Sell	2,943 -150	-5%	-$17.7K	0.04%	125
2024 Q3	$340K	Hold	3,093	–	–	0.04%	118
2024 Q2	$309K	Hold	3,093	–	–	0.03%	125
2024 Q1	$317K	Hold	3,093	–	–	0.04%	123
2023 Q4	$285K	Hold	3,093	–	–	0.03%	128
2023 Q3	$248K	Hold	3,093	–	–	0.03%	132
2023 Q2	$251K	Hold	3,093	–	–	0.03%	136
2023 Q1	$241K	Buy	3,093 +200	+7%	+$16.9K	0.03%	141
2022 Q4	$239K	Buy	2,893 +120	+4%	+$9.9K	0.04%	138
2022 Q3	$206K	Buy	2,773 +1	+0%	+$81	0.04%	147
2022 Q2	$214K	Sell	2,772 -200	-7%	-$16.9K	0.03%	156
2022 Q1	$277K	Buy	2,972 +78	+3%	+$7.47K	0.04%	137
2021 Q4	$279K	Buy	+2,894	New	+$282K	0.04%	161

Other funds holding VFH

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Amplius Wealth Advisors's VFH Position: Q3 2026 in Review

Amplius Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 2,743 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #154.

Amplius Wealth Advisors first reported a position in VFH in Q4 2021 and has held it in 20 quarters since. The position peaked at $375K in Q2 2025. 597 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Amplius Wealth Advisors held 2,743 shares of Vanguard Financials ETF worth $357K as of Q3 2026.
Amplius Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #154 holding.
Amplius Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 20 quarters since.
Amplius Wealth Advisors's Vanguard Financials ETF position peaked at $375K in Q2 2025.
597 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.