Apollon Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Apollon Wealth Management’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	$650K	Buy	4,942 +1,659	+51%	+$212K	0.01%	905
2026 Q1	$397K	Sell	3,283 -622	-16%	-$79.3K	0.01%	964
2025 Q4	$521K	Buy	3,905 +783	+25%	+$102K	0.01%	823
2025 Q3	$410K	Buy	3,122 +656	+27%	+$84.9K	0.01%	905
2025 Q2	$314K	Buy	+2,466	New	+$294K	0.01%	998
2023 Q3	–	Sell	-2,755	Closed	-$224K	–	1001
2023 Q2	$224K	Buy	+2,755	New	+$216K	0.01%	826

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

Apollon Wealth Management's VFH Position: Q2 2026 in Review

Apollon Wealth Management increased its Vanguard Financials ETF (VFH) stake by 51% in Q2 2026, buying an estimated $212K and bringing the position to 4,942 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #905.

Apollon Wealth Management first reported a position in VFH in Q2 2023 and has held it in 6 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Apollon Wealth Management held 4,942 shares of Vanguard Financials ETF worth $650K as of Q2 2026.
Apollon Wealth Management bought 1,659 Vanguard Financials ETF shares in Q2 2026, an estimated $212K.
Vanguard Financials ETF made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #905 holding.
Apollon Wealth Management first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 6 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.