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Clark Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Clark Wealth 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 		$47.1K Hold
358
– – 0.03% 119
2026
Q1 		$43.3K Hold
358
– – 0.03% 113
2025
Q4 		$47.8K Hold
358
– – 0.03% 110
2025
Q3 		$47.8K Buy
+358
New +$46.4K 0.03% 110

Other funds holding VFH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clark Wealth Partners's VFH Position: Q2 2026 in Review

Clark Wealth Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 358 shares worth $47.1K. The position accounts for 0.03% of the portfolio, ranked #119.

Clark Wealth Partners first reported a position in VFH in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.8K in Q4 2025. 732 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Clark Wealth Partners held 358 shares of Vanguard Financials ETF worth $47.1K as of Q2 2026.
  • Clark Wealth Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Clark Wealth Partners first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Clark Wealth Partners's Vanguard Financials ETF position peaked at $47.8K in Q4 2025.
  • 732 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.