Dynamic Advisor Solutions’s Vanguard Financials ETF VFH Stock Holding History

Dynamic Advisor Solutions’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	$206K	Buy	+1,568	New	+$200K	0.01%	995
2024 Q3	–	Sell	-6,528	Closed	-$652K	–	1006
2024 Q2	$652K	Sell	6,528 -48	-0.7%	-$4.79K	0.02%	562
2024 Q1	$673K	Buy	6,576 +183	+3%	+$17.6K	0.02%	534
2023 Q4	$589K	Sell	6,393 -575	-8%	-$48.3K	0.02%	535
2023 Q3	$560K	Buy	6,968 +59	+0.9%	+$4.93K	0.03%	488
2023 Q2	$561K	Buy	+6,909	New	+$542K	0.03%	458

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

Dynamic Advisor Solutions's VFH Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,568 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #995 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in VFH as recently as Q2 2024.

Dynamic Advisor Solutions first reported a position in VFH in Q2 2023 and has held it in 6 quarters since. The position peaked at $673K in Q1 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Dynamic Advisor Solutions held 1,568 shares of Vanguard Financials ETF worth $206K as of Q2 2026.
Vanguard Financials ETF was a new Dynamic Advisor Solutions position in Q2 2026.
Vanguard Financials ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #995 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 6 quarters since.
Dynamic Advisor Solutions's Vanguard Financials ETF position peaked at $673K in Q1 2024.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.