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Cyndeo Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Cyndeo Wealth Partners’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 		$420K Buy
3,190
+1
+0% +$128 0.02% 373
2026
Q1 		$385K Buy
3,189
+46
+1% +$5.87K 0.02% 366
2025
Q4 		$420K Hold
3,143
– – 0.02% 346
2025
Q3 		$413K Buy
+3,143
New +$407K 0.02% 334

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

Cyndeo Wealth Partners's VFH Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Financials ETF (VFH) stake by 0.03% in Q2 2026, buying an estimated $128 and bringing the position to 3,190 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #373.

Cyndeo Wealth Partners first reported a position in VFH in Q3 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Cyndeo Wealth Partners held 3,190 shares of Vanguard Financials ETF worth $420K as of Q2 2026.
  • Cyndeo Wealth Partners bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
  • Vanguard Financials ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #373 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.