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Crusonia Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Crusonia Wealth 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 		$209K Buy
+1,590
New +$203K 0.03% 229
2026
Q1 		– Sell
-1,590
Closed -$212K – 198
2025
Q4 		$212K Buy
+1,590
New +$207K 0.05% 171

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

Crusonia Wealth Advisors's VFH Position: Q2 2026 in Review

Crusonia Wealth Advisors opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,590 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: Crusonia Wealth Advisors previously reported a position in VFH as recently as Q4 2025.

Crusonia Wealth Advisors first reported a position in VFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Crusonia Wealth Advisors held 1,590 shares of Vanguard Financials ETF worth $209K as of Q2 2026.
  • Vanguard Financials ETF was a new Crusonia Wealth Advisors position in Q2 2026.
  • Vanguard Financials ETF made up 0.03% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Crusonia Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Crusonia Wealth Advisors's Vanguard Financials ETF position peaked at $212K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.