AWA
VFH icon

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

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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. 226 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.
  • 226 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.