Arkadios Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Arkadios Wealth 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	–	Sell	-1,940	Closed	-$234K	–	1883
2026 Q1	$234K	Buy	1,940 +26	+1%	+$3.31K	﹤0.01%	1488
2025 Q4	$256K	Buy	+1,914	New	+$249K	0.01%	1327
2021 Q4	–	Sell	-651	Closed	-$60K	–	1736
2021 Q3	$60K	Hold	651	–	–	0.01%	824
2021 Q2	$58K	Hold	651	–	–	0.01%	876
2021 Q1	$55K	Buy	651 +571	+714%	+$45.5K	0.01%	667
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	1133
2020 Q3	$4.92K	Hold	80	–	–	﹤0.01%	851
2020 Q2	$4.63K	Hold	80	–	–	﹤0.01%	789
2020 Q1	$4.06K	Hold	80	–	–	﹤0.01%	825
2019 Q4	$6.2K	Buy	+80	New	+$5.84K	﹤0.01%	674

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

Arkadios Wealth Advisors's VFH Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 1,940 shares — an estimated $234K sold.

Arkadios Wealth Advisors first reported a position in VFH in Q4 2019 and held it in 10 quarters. The position peaked at $256K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Arkadios Wealth Advisors reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,940 Vanguard Financials ETF shares in Q2 2026, an estimated $234K.
Arkadios Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and held it in 10 quarters.
Arkadios Wealth Advisors's Vanguard Financials ETF position peaked at $256K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.