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Avantax Planning Partners’s Vanguard Financials ETF VFH Stock Holding History

Avantax Planning 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
Q1 		$743K Sell
6,152
-104
-2% -$13.3K 0.02% 230
2025
Q4 		$835K Buy
6,256
+749
+14% +$97.3K 0.02% 212
2025
Q3 		$723K Buy
5,507
+25
+0.5% +$3.24K 0.02% 226
2025
Q2 		$698K Buy
5,482
+764
+16% +$91.1K 0.02% 222
2025
Q1 		$564K Buy
4,718
+778
+20% +$94.8K 0.02% 239
2024
Q4 		$465K Buy
3,940
+3
+0.1% +$355 0.02% 266
2024
Q3 		$433K Sell
3,937
-212
-5% -$22.5K 0.02% 279
2024
Q2 		$414K Sell
4,149
-555
-12% -$55.4K 0.01% 317
2024
Q1 		$482K Buy
4,704
+224
+5% +$21.5K 0.02% 297
2023
Q4 		$413K Sell
4,480
-791
-15% -$66.5K 0.02% 260
2023
Q3 		$423K Sell
5,271
-319
-6% -$26.7K 0.02% 245
2023
Q2 		$454K Sell
5,590
-637
-10% -$50K 0.02% 241
2023
Q1 		$485K Buy
6,227
+321
+5% +$27.2K 0.02% 235
2022
Q4 		$489K Sell
5,906
-732
-11% -$60.5K 0.02% 235
2022
Q3 		$494K Buy
6,638
+728
+12% +$59.2K 0.02% 223
2022
Q2 		$456K Sell
5,910
-1,905
-24% -$161K 0.02% 225
2022
Q1 		$730K Sell
7,815
-7,362
-49% -$705K 0.03% 192
2021
Q4 		$1.47M Buy
15,177
+8,871
+141% +$864K 0.06% 124
2021
Q3 		$584K Sell
6,306
-3,341
-35% -$308K 0.03% 185
2021
Q2 		$873K Sell
9,647
-9,118
-49% -$824K 0.04% 143
2021
Q1 		$1.59M Sell
18,765
-1,052
-5% -$83.9K 0.08% 103
2020
Q4 		$1.44M Sell
19,817
-1,164
-6% -$76.8K 0.07% 104
2020
Q3 		$1.23M Sell
20,981
-9,577
-31% -$569K 0.06% 114
2020
Q2 		$1.75M Sell
30,558
-12,280
-29% -$683K 0.1% 90
2020
Q1 		$2.17M Sell
42,838
-6,679
-13% -$455K 0.15% 53
2019
Q4 		$3.78M Sell
49,517
-10,450
-17% -$763K 0.22% 37
2019
Q3 		$4.2M Sell
59,967
-30,329
-34% -$2.1M 0.26% 31
2019
Q2 		$6.32M Sell
90,296
-746,052
-89% -$50.6M 0.41% 16
2019
Q1 		$54M Buy
836,348
+86,015
+11% +$5.58M 3.75% 7
2018
Q4 		$44.5M Sell
750,333
-36,049
-5% -$2.34M 3.36% 9
2018
Q3 		$54.6M Buy
786,382
+31,864
+4% +$2.25M 4.37% 7
2018
Q2 		$50.9M Buy
754,518
+33,233
+5% +$2.32M 4.55% 7
2018
Q1 		$50.1M Buy
721,285
+29,046
+4% +$2.09M 4.3% 7
2017
Q4 		$48.5M Sell
692,239
-115,922
-14% -$7.86M 4.44% 6
2017
Q3 		$52.8M Buy
808,161
+49,761
+7% +$3.14M 4.16% 7
2017
Q2 		$47.4M Buy
758,400
+225,953
+42% +$13.6M 4% 7
2017
Q1 		$32.2M Buy
532,447
+517,613
+3,489% +$31.5M 2.88% 7
2016
Q4 		$880K Buy
+14,834
New +$810K 0.09% 106

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's VFH Position: Q1 2026 in Review

Avantax Planning Partners reduced its Vanguard Financials ETF (VFH) stake by 1.7% in Q1 2026, selling an estimated $13.3K and leaving 6,152 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #230.

Avantax Planning Partners first reported a position in VFH in Q4 2016 and has held it in 38 quarters since. The position peaked at $54.6M in Q3 2018. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Avantax Planning Partners held 6,152 shares of Vanguard Financials ETF worth $743K as of Q1 2026.
  • Avantax Planning Partners sold 104 Vanguard Financials ETF shares in Q1 2026, an estimated $13.3K.
  • Vanguard Financials ETF made up 0.02% of Avantax Planning Partners's portfolio in Q1 2026, its #230 holding.
  • Avantax Planning Partners first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's Vanguard Financials ETF position peaked at $54.6M in Q3 2018.
  • 739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.