Atlantic Union Bankshares’s Vanguard Financials ETF VFH Stock Holding History

Atlantic Union Bankshares’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 Q1	$91.8K	Sell	760 -30	-4%	-$3.83K	﹤0.01%	763
2025 Q4	$105K	Hold	790	–	–	﹤0.01%	740
2025 Q3	$104K	Hold	790	–	–	﹤0.01%	749
2025 Q2	$101K	Buy	+790	New	+$94.2K	﹤0.01%	558

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlantic Union Bankshares's VFH Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Vanguard Financials ETF (VFH) stake by 3.8% in Q1 2026, selling an estimated $3.83K and leaving 760 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Atlantic Union Bankshares first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $105K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Atlantic Union Bankshares held 760 shares of Vanguard Financials ETF worth $91.8K as of Q1 2026.
Atlantic Union Bankshares sold 30 Vanguard Financials ETF shares in Q1 2026, an estimated $3.83K.
Vanguard Financials ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #763 holding.
Atlantic Union Bankshares first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
Atlantic Union Bankshares's Vanguard Financials ETF position peaked at $105K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.