Avior Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Avior 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	$319K	Sell	2,427 -9	-0.4%	-$1.15K	0.01%	640
2026 Q1	$294K	Buy	2,436 +643	+36%	+$82K	0.01%	693
2025 Q4	$239K	Buy	1,793 +67	+4%	+$8.7K	0.01%	675
2025 Q3	$227K	Buy	1,726 +3	+0.2%	+$388	0.01%	674
2025 Q2	$219K	Sell	1,723 -422	-20%	-$50.3K	0.01%	648
2025 Q1	$256K	Sell	2,145 -251	-10%	-$30.6K	0.01%	591
2024 Q4	$283K	Buy	2,396 +466	+24%	+$55.1K	0.01%	604
2024 Q3	$212K	Buy	1,930 +1,266	+191%	+$134K	0.01%	677
2024 Q2	$66.4K	Sell	664 -479	-42%	-$47.8K	﹤0.01%	995
2024 Q1	$117K	Buy	1,143 +4	+0.4%	+$384	0.01%	899
2023 Q4	$105K	Buy	1,139 +13	+1%	+$1.09K	0.01%	608
2023 Q3	$90.5K	Buy	1,126 +6	+0.5%	+$502	0.01%	645
2023 Q2	$91K	Hold	1,120	–	–	0.01%	648
2023 Q1	$87.3K	Buy	1,120 +406	+57%	+$34.3K	0.01%	657
2022 Q4	$59.1K	Sell	714 -7	-1%	-$578	﹤0.01%	599
2022 Q3	$53K	Sell	721 -28	-4%	-$2.28K	﹤0.01%	596
2022 Q2	$57K	Sell	749 -17	-2%	-$1.44K	0.01%	548
2022 Q1	$71K	Sell	766 -180	-19%	-$17.2K	0.01%	546
2021 Q4	$91K	Buy	946 +52	+6%	+$5.07K	0.01%	513
2021 Q3	$82K	Hold	894	–	–	0.01%	511
2021 Q2	$80K	Buy	894 +121	+16%	+$10.9K	0.01%	487
2021 Q1	$65K	Buy	773 +184	+31%	+$14.7K	0.01%	506
2020 Q4	$42K	Buy	589 +2	+0.3%	+$132	0.01%	510
2020 Q3	$34K	Buy	587 +286	+95%	+$17K	﹤0.01%	537
2020 Q2	$17K	Hold	301	–	–	﹤0.01%	599
2020 Q1	$15K	Buy	+301	New	+$20.5K	﹤0.01%	539
2017 Q1	–	Sell	-23	Closed	-$1K	–	527
2016 Q4	$1K	Buy	+23	New	+$1.26K	﹤0.01%	485

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

Avior Wealth Management's VFH Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 0.37% in Q2 2026, selling an estimated $1.15K and leaving 2,427 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #640.

Avior Wealth Management first reported a position in VFH in Q4 2016 and has held it in 27 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Avior Wealth Management held 2,427 shares of Vanguard Financials ETF worth $319K as of Q2 2026.
Avior Wealth Management sold 9 Vanguard Financials ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Financials ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #640 holding.
Avior Wealth Management first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 27 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.