Checchi Capital Advisers’s Vanguard Financials ETF VFH Stock Holding History

Checchi Capital Advisers’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	$691K	Sell	5,254 -249	-5%	-$31.8K	0.03%	292
2026 Q1	$665K	Sell	5,503 -380	-6%	-$48.5K	0.03%	289
2025 Q4	$785K	Sell	5,883 -989	-14%	-$128K	0.04%	241
2025 Q3	$902K	Sell	6,872 -441	-6%	-$57.1K	0.05%	224
2025 Q2	$931K	Sell	7,313 -420	-5%	-$50.1K	0.05%	225
2025 Q1	$924K	Buy	7,733 +135	+2%	+$16.4K	0.05%	221
2024 Q4	$897K	Hold	7,598	–	–	0.05%	214
2024 Q3	$835K	Hold	7,598	–	–	0.05%	225
2024 Q2	$759K	Sell	7,598 -876	-10%	-$87.5K	0.04%	234
2024 Q1	$868K	Sell	8,474 -3,270	-28%	-$314K	0.07%	216
2023 Q4	$1.08M	Buy	11,744 +389	+3%	+$32.7K	0.09%	176
2023 Q3	$912K	Sell	11,355 -1,798	-14%	-$150K	0.08%	183
2023 Q2	$1.07M	Sell	13,153 -2,568	-16%	-$202K	0.1%	172
2023 Q1	$1.22M	Sell	15,721 -630	-4%	-$53.3K	0.12%	148
2022 Q4	$1.35M	Buy	16,351 +2,080	+15%	+$172K	0.14%	130
2022 Q3	$1.06M	Buy	14,271 +2,691	+23%	+$219K	0.1%	145
2022 Q2	$960K	Buy	+11,580	New	+$978K	0.08%	168

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

Checchi Capital Advisers's VFH Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Financials ETF (VFH) stake by 4.5% in Q2 2026, selling an estimated $31.8K and leaving 5,254 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #292.

Checchi Capital Advisers first reported a position in VFH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q4 2022. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Checchi Capital Advisers held 5,254 shares of Vanguard Financials ETF worth $691K as of Q2 2026.
Checchi Capital Advisers sold 249 Vanguard Financials ETF shares in Q2 2026, an estimated $31.8K.
Vanguard Financials ETF made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #292 holding.
Checchi Capital Advisers first reported a position in Vanguard Financials ETF in Q2 2022 and has held it in 17 quarters since.
Checchi Capital Advisers's Vanguard Financials ETF position peaked at $1.35M in Q4 2022.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.