CWA Asset Management Group’s Vanguard Financials ETF VFH Stock Holding History

CWA Asset Management Group’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	$1.82M	Buy	13,819 +4,073	+42%	+$520K	0.06%	304
2026 Q1	$1.18M	Buy	9,746 +960	+11%	+$122K	0.04%	361
2025 Q4	$1.17M	Hold	8,786	–	–	0.04%	330
2025 Q3	$1.15M	Hold	8,786	–	–	0.04%	330
2025 Q2	$1.12M	Buy	8,786 +143	+2%	+$17.1K	0.05%	313
2025 Q1	$1.03M	Buy	8,643 +4,315	+100%	+$526K	0.05%	296
2024 Q4	$511K	Buy	4,328 +75	+2%	+$8.87K	0.03%	382
2024 Q3	$467K	Buy	+4,253	New	+$451K	0.02%	375
2024 Q1	$415K	Sell	4,053 -184	-4%	-$17.7K	0.03%	346
2023 Q4	$391K	Sell	4,237 -220	-5%	-$18.5K	0.03%	283
2023 Q3	$358K	Buy	4,457 +220	+5%	+$18.4K	0.03%	260
2023 Q2	$344K	Hold	4,237	–	–	0.02%	260
2023 Q1	$330K	Buy	+4,237	New	+$358K	0.02%	248
2020 Q2	–	Sell	-8,003	Closed	-$406K	–	253
2020 Q1	$406K	Buy	+8,003	New	+$545K	0.08%	133

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

CWA Asset Management Group's VFH Position: Q2 2026 in Review

CWA Asset Management Group increased its Vanguard Financials ETF (VFH) stake by 42% in Q2 2026, buying an estimated $520K and bringing the position to 13,819 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #304.

CWA Asset Management Group first reported a position in VFH in Q1 2020 and has held it in 14 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

CWA Asset Management Group held 13,819 shares of Vanguard Financials ETF worth $1.82M as of Q2 2026.
CWA Asset Management Group bought 4,073 Vanguard Financials ETF shares in Q2 2026, an estimated $520K.
Vanguard Financials ETF made up 0.06% of CWA Asset Management Group's portfolio in Q2 2026, its #304 holding.
CWA Asset Management Group first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 14 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.