Bell Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bell Investment 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 Q1	–	Sell	-410	Closed	-$54.7K	–	1948
2025 Q4	$54.7K	Buy	410 +2	+0.5%	+$260	0.01%	243
2025 Q3	$53.5K	Buy	408 +2	+0.5%	+$259	0.01%	234
2025 Q2	$51.7K	Buy	406 +1	+0.2%	+$119	0.01%	241
2025 Q1	$48.4K	Buy	405 +2	+0.5%	+$244	0.01%	224
2024 Q4	$47.6K	Buy	403 +4	+1%	+$473	0.01%	226
2024 Q3	$43.8K	Buy	399 +2	+0.5%	+$212	0.01%	241
2024 Q2	$39.7K	Hold	397	–	–	0.01%	253
2024 Q1	$40.7K	Buy	397 +1	+0.3%	+$96	0.01%	238
2023 Q4	$36.5K	Buy	396 +5	+1%	+$420	0.01%	234
2023 Q3	$31.4K	Buy	391 +2	+0.5%	+$167	0.01%	235
2023 Q2	$31.6K	Hold	389	–	–	0.01%	226
2023 Q1	$30.3K	Buy	389 +3	+0.8%	+$254	0.01%	231
2022 Q4	$32K	Buy	386 +5	+1%	+$413	0.01%	222
2022 Q3	$28K	Hold	381	–	–	0.01%	211
2022 Q2	$29K	Buy	+381	New	+$32.2K	0.01%	206
2021 Q4	$36K	Buy	378 +4	+1%	+$390	0.01%	197
2021 Q3	$35K	Buy	+374	New	+$34.5K	0.01%	190

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bell Investment Advisors's VFH Position: Q1 2026 in Review

Bell Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 410 shares — an estimated $54.7K sold.

Bell Investment Advisors first reported a position in VFH in Q3 2021 and held it in 17 quarters. The position peaked at $54.7K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Bell Investment Advisors reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Bell Investment Advisors sold 410 Vanguard Financials ETF shares in Q1 2026, an estimated $54.7K.
Bell Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 17 quarters.
Bell Investment Advisors's Vanguard Financials ETF position peaked at $54.7K in Q4 2025.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.