Atlantic Edge Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Atlantic Edge Private 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 Q2	$19.7K	Hold	150	–	–	﹤0.01%	350
2026 Q1	$18.1K	Hold	150	–	–	﹤0.01%	331
2025 Q4	$20K	Sell	150 -375	-71%	-$48.7K	0.01%	308
2025 Q3	$68.9K	Hold	525	–	–	0.02%	191
2025 Q2	$66.8K	Hold	525	–	–	0.02%	189
2025 Q1	$62.7K	Hold	525	–	–	0.02%	183
2024 Q4	$62K	Hold	525	–	–	0.02%	186
2024 Q3	$57.7K	Hold	525	–	–	0.02%	191
2024 Q2	$52.4K	Sell	525 -100	-16%	-$9.98K	0.02%	191
2024 Q1	$64K	Sell	625 -280	-31%	-$26.9K	0.02%	176
2023 Q4	$83.5K	Buy	+905	New	+$76.1K	0.03%	157

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

Atlantic Edge Private Wealth Management's VFH Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 150 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Atlantic Edge Private Wealth Management first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $83.5K in Q4 2023. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Atlantic Edge Private Wealth Management held 150 shares of Vanguard Financials ETF worth $19.7K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #350 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Vanguard Financials ETF position peaked at $83.5K in Q4 2023.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.