CBIZ Investment Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

CBIZ Investment Advisory Services’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	$6.4K	Hold	53	–	–	﹤0.01%	195
2026 Q1	$6.4K	Hold	53	–	–	﹤0.01%	195
2025 Q4	$7.08K	Hold	53	–	–	﹤0.01%	449
2025 Q3	$6.96K	Hold	53	–	–	﹤0.01%	399
2025 Q2	$6.75K	Hold	53	–	–	﹤0.01%	404
2025 Q1	$6.33K	Hold	53	–	–	﹤0.01%	370
2024 Q4	$6.26K	Hold	53	–	–	﹤0.01%	309
2024 Q3	$5.83K	Hold	53	–	–	﹤0.01%	295
2024 Q2	$5.29K	Hold	53	–	–	﹤0.01%	292
2024 Q1	$5.43K	Buy	+53	New	+$5.08K	﹤0.01%	282
2021 Q3	–	Hold	0	–	–	–	84

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

CBIZ Investment Advisory Services's VFH Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 53 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

CBIZ Investment Advisory Services first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.08K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

CBIZ Investment Advisory Services held 53 shares of Vanguard Financials ETF worth $6.4K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #195 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's Vanguard Financials ETF position peaked at $7.08K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.