Capital Advisors Ltd’s Vanguard Financials ETF VFH Stock Holding History

Capital Advisors Ltd’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	$20K	Hold	154	–	–	﹤0.01%	695
2026 Q1	$19K	Hold	154	–	–	﹤0.01%	689
2025 Q4	$21K	Hold	154	–	–	﹤0.01%	651
2025 Q3	$20K	Hold	154	–	–	﹤0.01%	649
2025 Q2	$20K	Hold	154	–	–	﹤0.01%	631
2025 Q1	$18K	Hold	154	–	–	﹤0.01%	636
2024 Q4	$18K	Hold	154	–	–	﹤0.01%	640
2024 Q3	$17K	Hold	154	–	–	﹤0.01%	640
2024 Q2	$15K	Hold	154	–	–	﹤0.01%	656
2024 Q1	$16K	Buy	+154	New	+$14.8K	﹤0.01%	632

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

Capital Advisors Ltd's VFH Position: Q2 2026 in Review

Capital Advisors Ltd held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 154 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Capital Advisors Ltd first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. The position peaked at $21K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Capital Advisors Ltd held 154 shares of Vanguard Financials ETF worth $20K as of Q2 2026.
Capital Advisors Ltd left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #695 holding.
Capital Advisors Ltd first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
Capital Advisors Ltd's Vanguard Financials ETF position peaked at $21K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.