Aspect Partners’s Vanguard Financials ETF VFH Stock Holding History

Aspect 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	$53.4K	Hold	406	–	–	0.02%	148
2026 Q1	$49K	Hold	406	–	–	0.02%	142
2025 Q4	$54.2K	Sell	406 -500	-55%	-$64.9K	0.02%	140
2025 Q3	$119K	Sell	906 -400	-31%	-$51.8K	0.05%	97
2025 Q2	$166K	Buy	+1,306	New	+$156K	0.08%	86

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

Aspect Partners's VFH Position: Q2 2026 in Review

Aspect Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 406 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #148.

Aspect Partners first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $166K in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Aspect Partners held 406 shares of Vanguard Financials ETF worth $53.4K as of Q2 2026.
Aspect Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #148 holding.
Aspect Partners first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
Aspect Partners's Vanguard Financials ETF position peaked at $166K in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.