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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apollon Wealth Management's VFH Position: Q1 2026 in Review

Apollon Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 16% in Q1 2026, selling an estimated $79.3K and leaving 3,283 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #964.

Apollon Wealth Management first reported a position in VFH in Q2 2023 and has held it in 5 quarters since. The position peaked at $521K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Apollon Wealth Management held 3,283 shares of Vanguard Financials ETF worth $397K as of Q1 2026.
Apollon Wealth Management sold 622 Vanguard Financials ETF shares in Q1 2026, an estimated $79.3K.
Vanguard Financials ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #964 holding.
Apollon Wealth Management first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 5 quarters since.
Apollon Wealth Management's Vanguard Financials ETF position peaked at $521K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.