C
VFH icon

Covestor’s Vanguard Financials ETF VFH Stock Holding History

Covestor’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 		$0 Buy
+1
New +$128 ﹤0.01% 2872
2026
Q1 		– Sell
-1
Closed -$128 – 2810
2025
Q4 		$0 Hold
1
– – ﹤0.01% 2775
2025
Q3 		$0 Hold
1
– – ﹤0.01% 2815
2025
Q2 		$0 Buy
+1
New +$119 ﹤0.01% 2795
2024
Q4 		– Sell
-145
Closed -$16K – 2779
2024
Q3 		$16K Sell
145
-4
-3% -$424 0.01% 1307
2024
Q2 		$15K Buy
149
+7
+5% +$699 0.01% 1317
2024
Q1 		$15K Buy
142
+117
+468% +$11.2K 0.01% 1324
2023
Q4 		$2K Sell
25
-1
-4% -$84 ﹤0.01% 1895
2023
Q3 		$2K Sell
26
-30
-54% -$2.51K ﹤0.01% 1856
2023
Q2 		$5K Buy
56
+7
+14% +$549 ﹤0.01% 1713
2023
Q1 		$4K Sell
49
-1
-2% -$85 ﹤0.01% 1635
2022
Q4 		$4K Sell
50
-1
-2% -$83 ﹤0.01% 1654
2022
Q3 		$4K Hold
51
– – ﹤0.01% 1585
2022
Q2 		$4K Sell
51
-9
-15% -$760 ﹤0.01% 1499
2022
Q1 		$6K Sell
60
-11
-15% -$1.05K ﹤0.01% 1466
2021
Q4 		$7K Buy
+71
New +$6.92K 0.01% 1181

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

Covestor's VFH Position: Q2 2026 in Review

Covestor opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2872 among its holdings. This is a return to the name: Covestor previously reported a position in VFH as recently as Q4 2025.

Covestor first reported a position in VFH in Q4 2021 and has held it in 16 quarters since. The position peaked at $16K in Q3 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Covestor held 1 share of Vanguard Financials ETF worth $0 as of Q2 2026.
  • Vanguard Financials ETF was a new Covestor position in Q2 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2872 holding.
  • Covestor first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 16 quarters since.
  • Covestor's Vanguard Financials ETF position peaked at $16K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.