Benjamin Edwards Inc’s Vanguard Financials ETF VFH Stock Holding History

Benjamin Edwards Inc’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	$470K	Buy	3,888 +443	+13%	+$56.5K	﹤0.01%	1022
2025 Q4	$460K	Sell	3,445 -567	-14%	-$73.6K	0.01%	974
2025 Q3	$527K	Buy	4,012 +700	+21%	+$90.6K	0.01%	916
2025 Q2	$422K	Buy	3,312 +160	+5%	+$19.1K	0.01%	897
2025 Q1	$377K	Buy	3,152 +50	+2%	+$6.09K	0.01%	877
2024 Q4	$366K	Buy	+3,102	New	+$367K	0.01%	925

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin Edwards Inc's VFH Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Vanguard Financials ETF (VFH) stake by 13% in Q1 2026, buying an estimated $56.5K and bringing the position to 3,888 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Benjamin Edwards Inc first reported a position in VFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $527K in Q3 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Benjamin Edwards Inc held 3,888 shares of Vanguard Financials ETF worth $470K as of Q1 2026.
Benjamin Edwards Inc bought 443 Vanguard Financials ETF shares in Q1 2026, an estimated $56.5K.
Vanguard Financials ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1022 holding.
Benjamin Edwards Inc first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 6 quarters since.
Benjamin Edwards Inc's Vanguard Financials ETF position peaked at $527K in Q3 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.