Continuum Advisory’s Vanguard Financials ETF VFH Stock Holding History

Continuum Advisory’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	$35.1K	Buy	+267	New	+$34.1K	﹤0.01%	885
2025 Q2	–	Sell	-887	Closed	-$106K	–	1533
2025 Q1	$106K	Sell	887 -15	-2%	-$1.83K	0.01%	512
2024 Q4	$106K	Hold	902	–	–	0.01%	504
2024 Q3	$110K	Hold	902	–	–	0.01%	504
2024 Q2	$90K	Sell	902 -6	-0.7%	-$599	0.01%	507
2024 Q1	$91.9K	Sell	908 -2,631	-74%	-$252K	0.01%	502
2023 Q4	$326K	Sell	3,539 -596	-14%	-$50.1K	0.05%	355
2023 Q3	$332K	Sell	4,135 -57	-1%	-$4.76K	0.05%	342
2023 Q2	$341K	Sell	4,192 -145	-3%	-$11.4K	0.05%	339
2023 Q1	$338K	Buy	4,337 +78	+2%	+$6.6K	0.06%	329
2022 Q4	$352K	Sell	4,259 -83	-2%	-$6.86K	0.06%	317
2022 Q3	$323K	Buy	4,342 +11	+0.3%	+$895	0.06%	309
2022 Q2	$334K	Buy	+4,331	New	+$366K	0.06%	317

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

Continuum Advisory's VFH Position: Q2 2026 in Review

Continuum Advisory opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 267 shares worth $35.1K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in VFH as recently as Q1 2025.

Continuum Advisory first reported a position in VFH in Q2 2022 and has held it in 13 quarters since. The position peaked at $352K in Q4 2022. 760 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Continuum Advisory held 267 shares of Vanguard Financials ETF worth $35.1K as of Q2 2026.
Vanguard Financials ETF was a new Continuum Advisory position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #885 holding.
Continuum Advisory first reported a position in Vanguard Financials ETF in Q2 2022 and has held it in 13 quarters since.
Continuum Advisory's Vanguard Financials ETF position peaked at $352K in Q4 2022.
760 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.