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 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%	+$9.91K	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

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

Amplius Wealth Advisors's VFH Position: Q2 2026 in Review

Amplius Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,743 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #155.

Amplius Wealth Advisors first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $375K in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Amplius Wealth Advisors held 2,743 shares of Vanguard Financials ETF worth $361K as of Q2 2026.
Amplius Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #155 holding.
Amplius Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's Vanguard Financials ETF position peaked at $375K in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.