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Aptus Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Aptus Capital 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 		$508K Sell
3,860
-91
-2% -$11.6K ﹤0.01% 786
2026
Q1 		$477K Buy
3,951
+129
+3% +$16.4K ﹤0.01% 726
2025
Q4 		$510K Sell
3,822
-373
-9% -$48.4K ﹤0.01% 720
2025
Q3 		$551K Buy
4,195
+2,727
+186% +$353K ﹤0.01% 679
2025
Q2 		$187K Sell
1,468
-876
-37% -$104K ﹤0.01% 960
2025
Q1 		$280K Buy
2,344
+1,494
+176% +$182K ﹤0.01% 790
2024
Q4 		$100K Buy
850
+55
+7% +$6.5K ﹤0.01% 1006
2024
Q3 		$87.4K Sell
795
-210
-21% -$22.3K ﹤0.01% 870
2024
Q2 		$100K Sell
1,005
-280
-22% -$28K ﹤0.01% 821
2024
Q1 		$132K Buy
1,285
+1,267
+7,039% +$122K ﹤0.01% 785
2023
Q4 		$1.66K Buy
+18
New +$1.51K ﹤0.01% 869

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aptus Capital Advisors's VFH Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Vanguard Financials ETF (VFH) stake by 2.3% in Q2 2026, selling an estimated $11.6K and leaving 3,860 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Aptus Capital Advisors first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $551K in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Aptus Capital Advisors held 3,860 shares of Vanguard Financials ETF worth $508K as of Q2 2026.
  • Aptus Capital Advisors sold 91 Vanguard Financials ETF shares in Q2 2026, an estimated $11.6K.
  • Vanguard Financials ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #786 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's Vanguard Financials ETF position peaked at $551K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.