Arax Advisory Partners’s Vanguard Financials ETF VFH Stock Holding History

Arax Advisory Partners’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	$3.03M	Buy	23,046 +21,654	+1,556%	+$2.76M	0.02%	656
2026 Q1	$168K	Sell	1,392 -183	-12%	-$23.3K	﹤0.01%	1161
2025 Q4	$210K	Buy	+1,575	New	+$205K	0.01%	1018
2025 Q3	–	Sell	-683	Closed	-$86.9K	–	4288
2025 Q2	$86.9K	Buy	683 +490	+254%	+$58.4K	﹤0.01%	997
2025 Q1	$23.1K	Buy	+193	New	+$23.5K	﹤0.01%	1241
2019 Q3	–	Sell	-241	Closed	-$17K	–	609
2019 Q2	$17K	Buy	+241	New	+$16.4K	0.01%	426
2018 Q4	$10K	Hold	170	–	–	﹤0.01%	440
2018 Q3	$12K	Buy	+170	New	+$12K	﹤0.01%	457

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

Arax Advisory Partners's VFH Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Financials ETF (VFH) stake by 1,556% in Q2 2026, buying an estimated $2.76M and bringing the position to 23,046 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #656.

Arax Advisory Partners first reported a position in VFH in Q3 2018 and has held it in 8 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Arax Advisory Partners held 23,046 shares of Vanguard Financials ETF worth $3.03M as of Q2 2026.
Arax Advisory Partners bought 21,654 Vanguard Financials ETF shares in Q2 2026, an estimated $2.76M.
Vanguard Financials ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #656 holding.
Arax Advisory Partners first reported a position in Vanguard Financials ETF in Q3 2018 and has held it in 8 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.