Cary Street Partners’s Vanguard Financials ETF VFH Stock Holding History

Cary Street Partners’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	$467K	Buy	3,552 +930	+35%	+$119K	0.01%	687
2026 Q1	$317K	Sell	2,622 -20	-0.8%	-$2.55K	0.01%	701
2025 Q4	$353K	Sell	2,642 -365	-12%	-$47.4K	0.01%	689
2025 Q3	$395K	Sell	3,007 -819	-21%	-$106K	0.01%	626
2025 Q2	$487K	Sell	3,826 -139	-4%	-$16.6K	0.01%	557
2025 Q1	$474K	Buy	3,965 +352	+10%	+$42.9K	0.02%	548
2024 Q4	$427K	Buy	+3,613	New	+$427K	0.01%	539

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

Cary Street Partners's VFH Position: Q2 2026 in Review

Cary Street Partners increased its Vanguard Financials ETF (VFH) stake by 35% in Q2 2026, buying an estimated $119K and bringing the position to 3,552 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #687.

Cary Street Partners first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $487K in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Cary Street Partners held 3,552 shares of Vanguard Financials ETF worth $467K as of Q2 2026.
Cary Street Partners bought 930 Vanguard Financials ETF shares in Q2 2026, an estimated $119K.
Vanguard Financials ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #687 holding.
Cary Street Partners first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Vanguard Financials ETF position peaked at $487K in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.