Bellevue Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Bellevue Asset 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	$9.87K	Hold	75	–	–	﹤0.01%	297
2026 Q1	$9.06K	Hold	75	–	–	﹤0.01%	288
2025 Q4	$10K	Hold	75	–	–	﹤0.01%	278
2025 Q3	$9.84K	Hold	75	–	–	﹤0.01%	283
2025 Q2	$9.55K	Hold	75	–	–	﹤0.01%	282
2025 Q1	$8.96K	Hold	75	–	–	﹤0.01%	278
2024 Q4	$8.86K	Hold	75	–	–	﹤0.01%	290
2024 Q3	$8.24K	Hold	75	–	–	﹤0.01%	278
2024 Q2	$7.49K	Hold	75	–	–	﹤0.01%	282
2024 Q1	$7.68K	Hold	75	–	–	﹤0.01%	272
2023 Q4	$6.92K	Sell	75 -75	-50%	-$6.3K	0.01%	280
2023 Q3	$12K	Hold	150	–	–	0.01%	248
2023 Q2	$12.2K	Hold	150	–	–	0.01%	256
2023 Q1	$11.7K	Hold	150	–	–	0.01%	261
2022 Q4	$12.3K	Hold	150	–	–	0.01%	258
2022 Q3	$11K	Hold	150	–	–	0.01%	278
2022 Q2	$12K	Hold	150	–	–	0.01%	285
2022 Q1	$14K	Hold	150	–	–	0.01%	293
2021 Q4	$14K	Hold	150	–	–	0.01%	305
2021 Q3	$14K	Hold	150	–	–	0.01%	309
2021 Q2	$14K	Hold	150	–	–	0.01%	313
2021 Q1	$13K	Hold	150	–	–	0.01%	338
2020 Q4	$11K	Hold	150	–	–	0.01%	345
2020 Q3	$9K	Hold	150	–	–	0.01%	346
2020 Q2	$9K	Hold	150	–	–	0.01%	344
2020 Q1	$8K	Hold	150	–	–	0.01%	357
2019 Q4	$11K	Buy	+150	New	+$10.9K	0.01%	308

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

Bellevue Asset Management's VFH Position: Q2 2026 in Review

Bellevue Asset Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 75 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Bellevue Asset Management first reported a position in VFH in Q4 2019 and has held it in 27 quarters since. The position peaked at $14K in Q1 2022. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Bellevue Asset Management held 75 shares of Vanguard Financials ETF worth $9.87K as of Q2 2026.
Bellevue Asset Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #297 holding.
Bellevue Asset Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Vanguard Financials ETF position peaked at $14K in Q1 2022.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.