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Crews Bank & Trust’s Vanguard Financials ETF VFH Stock Holding History

Crews Bank & Trust’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 		$55.9K Sell
425
-50
-11% -$6.38K 0.01% 356
2026
Q1 		$57.4K Hold
475
– – 0.01% 347
2025
Q4 		$63.4K Hold
475
– – 0.01% 331
2025
Q3 		$62.3K Hold
475
– – 0.01% 337
2025
Q2 		$60.5K Hold
475
– – 0.01% 332
2025
Q1 		$56.7K Hold
475
– – 0.01% 328
2024
Q4 		$56.1K Buy
+475
New +$56.2K 0.01% 329

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

Crews Bank & Trust's VFH Position: Q2 2026 in Review

Crews Bank & Trust reduced its Vanguard Financials ETF (VFH) stake by 11% in Q2 2026, selling an estimated $6.38K and leaving 425 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #356.

Crews Bank & Trust first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.4K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Crews Bank & Trust held 425 shares of Vanguard Financials ETF worth $55.9K as of Q2 2026.
  • Crews Bank & Trust sold 50 Vanguard Financials ETF shares in Q2 2026, an estimated $6.38K.
  • Vanguard Financials ETF made up 0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #356 holding.
  • Crews Bank & Trust first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Vanguard Financials ETF position peaked at $63.4K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.