BIAS
VFH icon

Beacon Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Beacon Investment Advisory Services’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 		$16.2K Buy
123
+1
+0.8% +$128 ﹤0.01% 575
2026
Q1 		$14.8K Buy
+122
New +$15.6K ﹤0.01% 595

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beacon Investment Advisory Services's VFH Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Vanguard Financials ETF (VFH) stake by 0.82% in Q2 2026, buying an estimated $128 and bringing the position to 123 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Beacon Investment Advisory Services first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Beacon Investment Advisory Services held 123 shares of Vanguard Financials ETF worth $16.2K as of Q2 2026.
  • Beacon Investment Advisory Services bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
  • Vanguard Financials ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #575 holding.
  • Beacon Investment Advisory Services first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.