BIA
VFH icon

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

Bigelow 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
Q2 		$1.71M Sell
12,996
-213
-2% -$27.2K 0.62% 41
2026
Q1 		$1.6M Sell
13,209
-1,983
-13% -$253K 0.64% 42
2025
Q4 		$2.03M Buy
15,192
+886
+6% +$115K 0.79% 35
2025
Q3 		$1.88M Buy
14,306
+1,800
+14% +$233K 0.76% 37
2025
Q2 		$1.59M Buy
12,506
+681
+6% +$81.2K 0.7% 39
2025
Q1 		$1.41M Buy
11,825
+2,604
+28% +$317K 0.67% 45
2024
Q4 		$1.09M Buy
9,221
+1,179
+15% +$139K 0.51% 56
2024
Q3 		$884K Buy
8,042
+2,076
+35% +$220K 0.39% 76
2024
Q2 		$596K Buy
5,966
+1,990
+50% +$199K 0.28% 97
2024
Q1 		$407K Buy
+3,976
New +$382K 0.2% 116
2020
Q1 		– Sell
-9,080
Closed -$693K – 155
2019
Q4 		$693K Sell
9,080
-45
-0.5% -$3.28K 0.41% 68
2019
Q3 		$639K Hold
9,125
– – 0.41% 74
2019
Q2 		$630K Hold
9,125
– – 0.42% 71
2019
Q1 		$589K Sell
9,125
-550
-6% -$35.7K 0.41% 70
2018
Q4 		$574K Buy
9,675
+50
+0.5% +$3.24K 0.43% 73
2018
Q3 		$668K Buy
9,625
+2,225
+30% +$157K 0.45% 65
2018
Q2 		$499K Hold
7,400
– – 0.34% 89
2018
Q1 		$514K Buy
7,400
+100
+1% +$7.21K 0.35% 85
2017
Q4 		$511K Buy
+7,300
New +$495K 0.51% 54

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

Bigelow Investment Advisors's VFH Position: Q2 2026 in Review

Bigelow Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 1.6% in Q2 2026, selling an estimated $27.2K and leaving 12,996 shares worth $1.71M. The position accounts for 0.62% of the portfolio, ranked #41.

Bigelow Investment Advisors first reported a position in VFH in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Bigelow Investment Advisors held 12,996 shares of Vanguard Financials ETF worth $1.71M as of Q2 2026.
  • Bigelow Investment Advisors sold 213 Vanguard Financials ETF shares in Q2 2026, an estimated $27.2K.
  • Vanguard Financials ETF made up 0.62% of Bigelow Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Bigelow Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 19 quarters since.
  • Bigelow Investment Advisors's Vanguard Financials ETF position peaked at $2.03M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.