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 Q2	$100K	Hold	760	–	–	﹤0.01%	779
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 $1.55T 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 Union Bankshares's VFH Position: Q2 2026 in Review

Atlantic Union Bankshares held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 760 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Atlantic Union Bankshares first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $105K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Atlantic Union Bankshares held 760 shares of Vanguard Financials ETF worth $100K as of Q2 2026.
Atlantic Union Bankshares left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #779 holding.
Atlantic Union Bankshares first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's Vanguard Financials ETF position peaked at $105K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.