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

Axxcess 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	$455K	Sell	3,455 -122	-3%	-$15.6K	0.01%	745
2026 Q1	$432K	Sell	3,577 -1,699	-32%	-$217K	0.01%	312
2025 Q4	$704K	Sell	5,276 -547	-9%	-$71K	0.01%	594
2025 Q3	$764K	Buy	5,823 +386	+7%	+$50K	0.02%	509
2025 Q2	$692K	Sell	5,437 -1,111	-17%	-$132K	0.02%	512
2025 Q1	$782K	Buy	6,548 +4,672	+249%	+$569K	0.02%	450
2024 Q4	$221K	Buy	+1,876	New	+$222K	0.01%	787

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

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

Axxcess Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 3.4% in Q2 2026, selling an estimated $15.6K and leaving 3,455 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #745.

Axxcess Wealth Management first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $782K in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Axxcess Wealth Management held 3,455 shares of Vanguard Financials ETF worth $455K as of Q2 2026.
Axxcess Wealth Management sold 122 Vanguard Financials ETF shares in Q2 2026, an estimated $15.6K.
Vanguard Financials ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #745 holding.
Axxcess Wealth Management first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Axxcess Wealth Management's Vanguard Financials ETF position peaked at $782K in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.