Ancora Advisors’s Vanguard Financials ETF VFH Stock Holding History

Ancora 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	$42.1K	Hold	320	–	–	﹤0.01%	1109
2026 Q1	$38.7K	Hold	320	–	–	﹤0.01%	1253
2025 Q4	$42.7K	Sell	320 -9	-3%	-$1.17K	﹤0.01%	1199
2025 Q3	$43.2K	Hold	329	–	–	﹤0.01%	1064
2025 Q2	$41.9K	Hold	329	–	–	﹤0.01%	1061
2025 Q1	$39.3K	Hold	329	–	–	﹤0.01%	1059
2024 Q4	$38.8K	Sell	329 -30	-8%	-$3.55K	﹤0.01%	1062
2024 Q3	$39.5K	Sell	359 -57	-14%	-$6.04K	﹤0.01%	1042
2024 Q2	$41.5K	Hold	416	–	–	﹤0.01%	992
2024 Q1	$42.6K	Sell	416 -344	-45%	-$33K	﹤0.01%	994
2023 Q4	$70.1K	Buy	760 +594	+358%	+$49.9K	﹤0.01%	868
2023 Q3	$13.3K	Hold	166	–	–	﹤0.01%	1229
2023 Q2	$13.5K	Hold	166	–	–	﹤0.01%	1215
2023 Q1	$12.9K	Hold	166	–	–	﹤0.01%	1222
2022 Q4	$14K	Hold	166	–	–	﹤0.01%	1264
2022 Q3	$12K	Hold	166	–	–	﹤0.01%	1460
2022 Q2	$13K	Hold	166	–	–	﹤0.01%	1543
2022 Q1	$16K	Buy	+166	New	+$15.9K	﹤0.01%	1605
2020 Q1	–	Sell	-896	Closed	-$68K	–	1508
2019 Q4	$68K	Buy	+896	New	+$65.4K	﹤0.01%	841
2018 Q4	–	Sell	-1,063	Closed	-$74K	–	1168
2018 Q3	$74K	Buy	+1,063	New	+$75.1K	﹤0.01%	812
2017 Q1	–	Sell	-2,000	Closed	-$119K	–	1056
2016 Q4	$119K	Buy	+2,000	New	+$109K	0.01%	635

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

Ancora Advisors's VFH Position: Q2 2026 in Review

Ancora Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 320 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Ancora Advisors first reported a position in VFH in Q4 2016 and has held it in 21 quarters since. The position peaked at $119K in Q4 2016. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Ancora Advisors held 320 shares of Vanguard Financials ETF worth $42.1K as of Q2 2026.
Ancora Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1109 holding.
Ancora Advisors first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 21 quarters since.
Ancora Advisors's Vanguard Financials ETF position peaked at $119K in Q4 2016.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.