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Clearstead Advisors’s Vanguard Financials ETF VFH Stock Holding History

Clearstead Advisors’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 		$1.04M Buy
7,933
+292
+4% +$37.3K 0.01% 538
2026
Q1 		$923K Buy
7,641
+129
+2% +$16.4K 0.01% 540
2025
Q4 		$1M Buy
7,512
+8
+0.1% +$1.04K 0.01% 477
2025
Q3 		$985K Buy
7,504
+4
+0.1% +$518 0.01% 471
2025
Q2 		$955K Buy
7,500
+2
+0% +$238 0.01% 456
2025
Q1 		$896K Buy
7,498
+201
+3% +$24.5K 0.01% 440
2024
Q4 		$862K Buy
7,297
+102
+1% +$12.1K 0.01% 442
2024
Q3 		$791K Sell
7,195
-50
-0.7% -$5.3K 0.01% 472
2024
Q2 		$724K Buy
7,245
+104
+1% +$10.4K 0.01% 463
2024
Q1 		$722K Sell
7,141
-4,024
-36% -$386K 0.04% 266
2023
Q4 		$1.03M Hold
11,165
– – 0.05% 223
2023
Q3 		$897K Sell
11,165
-670
-6% -$56K 0.06% 214
2023
Q2 		$961K Buy
11,835
+11,666
+6,903% +$916K 0.06% 208
2023
Q1 		$13.2K Sell
169
-58
-26% -$4.91K ﹤0.01% 910
2022
Q4 		$18.7K Hold
227
– – ﹤0.01% 811
2022
Q3 		$17K Hold
227
– – ﹤0.01% 803
2022
Q2 		$17K Buy
227
+58
+34% +$4.9K ﹤0.01% 839
2022
Q1 		$16K Hold
169
– – ﹤0.01% 907
2021
Q4 		$16K Hold
169
– – ﹤0.01% 868
2021
Q3 		$16K Hold
169
– – ﹤0.01% 876
2021
Q2 		$15K Hold
169
– – ﹤0.01% 750
2021
Q1 		$14K Hold
169
– – ﹤0.01% 742
2020
Q4 		$12K Hold
169
– – ﹤0.01% 701
2020
Q3 		$10K Buy
+169
New +$10K ﹤0.01% 670

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clearstead Advisors's VFH Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Financials ETF (VFH) stake by 3.8% in Q2 2026, buying an estimated $37.3K and bringing the position to 7,933 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #538.

Clearstead Advisors first reported a position in VFH in Q3 2020 and has held it in 24 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Clearstead Advisors held 7,933 shares of Vanguard Financials ETF worth $1.04M as of Q2 2026.
  • Clearstead Advisors bought 292 Vanguard Financials ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard Financials ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #538 holding.
  • Clearstead Advisors first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 24 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.