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 Q2	$459K	Sell	3,487 -401	-10%	-$51.2K	﹤0.01%	1090
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 $1.55T 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

Benjamin Edwards Inc's VFH Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Vanguard Financials ETF (VFH) stake by 10% in Q2 2026, selling an estimated $51.2K and leaving 3,487 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Benjamin Edwards Inc first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $527K in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Benjamin Edwards Inc held 3,487 shares of Vanguard Financials ETF worth $459K as of Q2 2026.
Benjamin Edwards Inc sold 401 Vanguard Financials ETF shares in Q2 2026, an estimated $51.2K.
Vanguard Financials ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1090 holding.
Benjamin Edwards Inc first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's Vanguard Financials ETF position peaked at $527K in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.