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Bluesphere Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bluesphere 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 		$386K Buy
2,929
+6
+0.2% +$766 0.12% 77
2026
Q1 		$353K Sell
2,923
-30
-1% -$3.83K 0.13% 81
2025
Q4 		$394K Buy
2,953
+5
+0.2% +$649 0.17% 64
2025
Q3 		$387K Buy
2,948
+3
+0.1% +$388 0.18% 72
2025
Q2 		$375K Sell
2,945
-1,266
-30% -$151K 0.19% 65
2025
Q1 		$503K Sell
4,211
-2,504
-37% -$305K 0.29% 43
2024
Q4 		$793K Sell
6,715
-363
-5% -$42.9K 0.39% 38
2024
Q3 		$778K Buy
7,078
+552
+8% +$58.5K 0.38% 38
2024
Q2 		$652K Sell
6,526
-1,002
-13% -$100K 0.33% 38
2024
Q1 		$771K Sell
7,528
-573
-7% -$55K 0.43% 35
2023
Q4 		$747K Buy
8,101
+1,470
+22% +$124K 0.46% 32
2023
Q3 		$533K Buy
6,631
+1,328
+25% +$111K 0.38% 37
2023
Q2 		$431K Sell
5,303
-542
-9% -$42.5K 0.3% 46
2023
Q1 		$455K Sell
5,845
-485
-8% -$41K 0.38% 43
2022
Q4 		$524K Buy
6,330
+49
+0.8% +$4.05K 0.46% 41
2022
Q3 		$468K Sell
6,281
-463
-7% -$37.7K 0.47% 40
2022
Q2 		$521K Sell
6,744
-2,110
-24% -$178K 0.51% 37
2022
Q1 		$827K Buy
8,854
+2,758
+45% +$264K 0.7% 29
2021
Q4 		$589K Buy
6,096
+923
+18% +$89.9K 0.49% 40
2021
Q3 		$479K Hold
5,173
– – 0.46% 39
2021
Q2 		$468K Sell
5,173
-669
-11% -$60.5K 0.41% 43
2021
Q1 		$494K Buy
5,842
+2,600
+80% +$207K 0.45% 45
2020
Q4 		$236K Buy
+3,242
New +$214K 0.25% 72

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

Bluesphere Advisors's VFH Position: Q2 2026 in Review

Bluesphere Advisors increased its Vanguard Financials ETF (VFH) stake by 0.21% in Q2 2026, buying an estimated $766 and bringing the position to 2,929 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #77.

Bluesphere Advisors first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. The position peaked at $827K in Q1 2022. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Bluesphere Advisors held 2,929 shares of Vanguard Financials ETF worth $386K as of Q2 2026.
  • Bluesphere Advisors bought 6 Vanguard Financials ETF shares in Q2 2026, an estimated $766.
  • Vanguard Financials ETF made up 0.12% of Bluesphere Advisors's portfolio in Q2 2026, its #77 holding.
  • Bluesphere Advisors first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • Bluesphere Advisors's Vanguard Financials ETF position peaked at $827K in Q1 2022.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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