Brookstone Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Brookstone Capital 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	$866K	Buy	6,582 +222	+3%	+$28.3K	0.01%	744
2026 Q1	$768K	Sell	6,360 -182	-3%	-$23.2K	0.01%	726
2025 Q4	$873K	Sell	6,542 -176	-3%	-$22.9K	0.01%	663
2025 Q3	$882K	Buy	6,718 +361	+6%	+$46.7K	0.01%	642
2025 Q2	$809K	Sell	6,357 -1,645	-21%	-$196K	0.01%	619
2025 Q1	$956K	Sell	8,002 -667	-8%	-$81.3K	0.01%	567
2024 Q4	$1.02M	Buy	8,669 +2,036	+31%	+$241K	0.01%	529
2024 Q3	$729K	Buy	6,633 +2,813	+74%	+$298K	0.01%	595
2024 Q2	$408K	Buy	3,820 +1,817	+91%	+$181K	0.01%	709
2024 Q1	$205K	Sell	2,003 -6,323	-76%	-$607K	﹤0.01%	880
2023 Q4	$768K	Buy	+8,326	New	+$700K	0.01%	509
2022 Q2	–	Sell	-3,763	Closed	-$343K	–	836
2022 Q1	$343K	Buy	+3,763	New	+$360K	0.01%	631
2017 Q4	–	Sell	-92,721	Closed	-$6.06M	–	346
2017 Q3	$6.06M	Buy	+92,721	New	+$5.85M	0.55%	62

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

Brookstone Capital Management's VFH Position: Q2 2026 in Review

Brookstone Capital Management increased its Vanguard Financials ETF (VFH) stake by 3.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 6,582 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #744.

Brookstone Capital Management first reported a position in VFH in Q3 2017 and has held it in 13 quarters since. The position peaked at $6.06M in Q3 2017. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Brookstone Capital Management held 6,582 shares of Vanguard Financials ETF worth $866K as of Q2 2026.
Brookstone Capital Management bought 222 Vanguard Financials ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Financials ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #744 holding.
Brookstone Capital Management first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 13 quarters since.
Brookstone Capital Management's Vanguard Financials ETF position peaked at $6.06M in Q3 2017.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.