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Bravera Wealth’s Vanguard Financials ETF VFH Stock Holding History

Bravera Wealth’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 		$16.1K Hold
122
– – 0.01% 242
2026
Q1 		$14.7K Hold
122
– – 0.01% 268
2025
Q4 		$16.3K Buy
+122
New +$15.8K 0.01% 244

Other funds holding VFH

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bravera Wealth's VFH Position: Q2 2026 in Review

Bravera Wealth held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 122 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #242.

Bravera Wealth first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.3K in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Bravera Wealth held 122 shares of Vanguard Financials ETF worth $16.1K as of Q2 2026.
  • Bravera Wealth left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #242 holding.
  • Bravera Wealth first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Vanguard Financials ETF position peaked at $16.3K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.