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Beacon Pointe Advisors’s Vanguard Financials ETF VFH Stock Holding History

Beacon Pointe Advisors’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 		$3.53M Sell
26,828
-1,432
-5% -$183K 0.02% 595
2026
Q1 		$3.41M Buy
28,260
+9,494
+51% +$1.21M 0.02% 578
2025
Q4 		$2.51M Sell
18,766
-389
-2% -$50.5K 0.02% 543
2025
Q3 		$2.51M Sell
19,155
-2,113
-10% -$274K 0.02% 499
2025
Q2 		$2.71M Buy
21,268
+1,374
+7% +$164K 0.03% 425
2025
Q1 		$2.38M Buy
19,894
+4
+0% +$487 0.03% 432
2024
Q4 		$2.35M Buy
19,890
+3,517
+21% +$416K 0.03% 428
2024
Q3 		$1.8M Sell
16,373
-608
-4% -$64.4K 0.02% 490
2024
Q2 		$1.7M Sell
16,981
-2,360
-12% -$236K 0.02% 510
2024
Q1 		$1.98M Sell
19,341
-5,787
-23% -$555K 0.02% 496
2023
Q4 		$2.32M Sell
25,128
-1,310
-5% -$110K 0.03% 443
2023
Q3 		$2.12M Buy
26,438
+3,952
+18% +$330K 0.03% 447
2023
Q2 		$1.83M Sell
22,486
-1,563
-6% -$123K 0.03% 400
2023
Q1 		$1.87M Buy
24,049
+106
+0.4% +$8.97K 0.03% 412
2022
Q4 		$1.98M Buy
23,943
+1,832
+8% +$151K 0.04% 361
2022
Q3 		$1.65M Sell
22,111
-1,410
-6% -$115K 0.04% 353
2022
Q2 		$1.81M Sell
23,521
-770
-3% -$65K 0.04% 343
2022
Q1 		$2.27M Buy
24,291
+15,295
+170% +$1.46M 0.03% 418
2021
Q4 		$869K Buy
8,996
+90
+1% +$8.77K 0.02% 400
2021
Q3 		$825K Buy
8,906
+6,223
+232% +$574K 0.02% 438
2021
Q2 		$243K Buy
2,683
+169
+7% +$15.3K 0.01% 733
2021
Q1 		$212K Buy
+2,514
New +$200K 0.01% 490

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 Pointe Advisors's VFH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Financials ETF (VFH) stake by 5.1% in Q2 2026, selling an estimated $183K and leaving 26,828 shares worth $3.53M. The position accounts for 0.02% of the portfolio, ranked #595.

Beacon Pointe Advisors first reported a position in VFH in Q1 2021 and has held it in 22 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Beacon Pointe Advisors held 26,828 shares of Vanguard Financials ETF worth $3.53M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,432 Vanguard Financials ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Financials ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #595 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 22 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.