Blue Bell Private Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Blue Bell Private Wealth 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	$174K	Hold	1,324	–	–	0.02%	297
2026 Q1	$160K	Hold	1,324	–	–	0.02%	289
2025 Q4	$177K	Sell	1,324 -19	-1%	-$2.47K	0.03%	267
2025 Q3	$176K	Hold	1,343	–	–	0.03%	260
2025 Q2	$171K	Hold	1,343	–	–	0.03%	253
2025 Q1	$160K	Buy	1,343 +1,077	+405%	+$131K	0.03%	248
2024 Q4	$31.4K	Hold	266	–	–	0.01%	408
2024 Q3	$29.2K	Sell	266 -72	-21%	-$7.63K	0.01%	431
2024 Q2	$33.8K	Sell	338 -145	-30%	-$14.5K	0.01%	404
2024 Q1	$49.5K	Sell	483 -1,235	-72%	-$118K	0.01%	355
2023 Q4	$159K	Buy	1,718 +1,392	+427%	+$117K	0.04%	188
2023 Q3	$26.2K	Hold	326	–	–	0.01%	329
2023 Q2	$26.5K	Sell	326 -164	-33%	-$12.9K	0.01%	326
2023 Q1	$38.2K	Hold	490	–	–	0.01%	251
2022 Q4	$40.5K	Buy	+490	New	+$40.5K	0.01%	233

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

Blue Bell Private Wealth Management's VFH Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,324 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #297.

Blue Bell Private Wealth Management first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $177K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Blue Bell Private Wealth Management held 1,324 shares of Vanguard Financials ETF worth $174K as of Q2 2026.
Blue Bell Private Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #297 holding.
Blue Bell Private Wealth Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
Blue Bell Private Wealth Management's Vanguard Financials ETF position peaked at $177K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.