CI
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CX Institutional’s Vanguard Financials ETF VFH Stock Holding History

CX Institutional’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 		$99K Sell
753
-563
-43% -$71.8K ﹤0.01% 864
2026
Q1 		$159K Sell
1,316
-16,814
-93% -$2.14M ﹤0.01% 778
2025
Q4 		$2.42M Buy
18,130
+17,831
+5,964% +$2.32M 0.07% 185
2025
Q3 		$39K Sell
299
-1,561
-84% -$202K ﹤0.01% 985
2025
Q2 		$237K Buy
1,860
+1,833
+6,789% +$219K 0.01% 569
2025
Q1 		$3K Buy
+27
New +$3.29K ﹤0.01% 1121
2023
Q4 		– Sell
-6,013
Closed -$483K – 572
2023
Q3 		$483K Sell
6,013
-22,362
-79% -$1.87M 0.03% 332
2023
Q2 		$2.31M Buy
28,375
+445
+2% +$34.9K 0.12% 200
2023
Q1 		$2.17M Buy
+27,930
New +$2.36M 0.12% 212
2022
Q4 		– Sell
-5,613
Closed -$418K – 574
2022
Q3 		$418K Sell
5,613
-11,231
-67% -$913K 0.03% 358
2022
Q2 		$1.3M Sell
16,844
-1,976
-10% -$167K 0.1% 221
2022
Q1 		$1.76M Buy
+18,820
New +$1.8M 0.14% 170
2021
Q4 		– Sell
-209
Closed -$19K – 872
2021
Q3 		$19K Buy
209
+73
+54% +$6.73K ﹤0.01% 750
2021
Q2 		$12K Sell
136
-71
-34% -$6.42K ﹤0.01% 818
2021
Q1 		$17K Buy
+207
New +$16.5K ﹤0.01% 702
2020
Q4 		– Sell
-149
Closed -$9K – 917
2020
Q3 		$9K Buy
149
+137
+1,142% +$8.15K ﹤0.01% 690
2020
Q2 		$1K Buy
+12
New +$667 ﹤0.01% 844
2019
Q4 		– Sell
-1,500
Closed -$105K – 773
2019
Q3 		$105K Sell
1,500
-10
-0.7% -$691 0.02% 241
2019
Q2 		$104K Sell
1,510
-7
-0.5% -$475 0.02% 269
2019
Q1 		$98K Buy
1,517
+239
+19% +$15.5K 0.02% 277
2018
Q4 		$76K Sell
1,278
-70,162
-98% -$4.55M 0.02% 225
2018
Q3 		$4.96M Buy
+71,440
New +$5.05M 1.64% 21

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

CX Institutional's VFH Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Financials ETF (VFH) stake by 43% in Q2 2026, selling an estimated $71.8K and leaving 753 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

CX Institutional first reported a position in VFH in Q3 2018 and has held it in 22 quarters since. The position peaked at $4.96M in Q3 2018. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • CX Institutional held 753 shares of Vanguard Financials ETF worth $99K as of Q2 2026.
  • CX Institutional sold 563 Vanguard Financials ETF shares in Q2 2026, an estimated $71.8K.
  • Vanguard Financials ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #864 holding.
  • CX Institutional first reported a position in Vanguard Financials ETF in Q3 2018 and has held it in 22 quarters since.
  • CX Institutional's Vanguard Financials ETF position peaked at $4.96M in Q3 2018.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.