EWA
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Eagle Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Eagle 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 		$320K Hold
2,430
– – 0.24% 77
2026
Q1 		$294K Hold
2,430
– – 0.27% 75
2025
Q4 		$324K Buy
+2,430
New +$316K 0.28% 68

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

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

Eagle Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,430 shares worth $320K. The position accounts for 0.24% of the portfolio, ranked #77.

Eagle Wealth Advisors first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q4 2025. 755 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Eagle Wealth Advisors held 2,430 shares of Vanguard Financials ETF worth $320K as of Q2 2026.
  • Eagle Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.24% of Eagle Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Eagle Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Eagle Wealth Advisors's Vanguard Financials ETF position peaked at $324K in Q4 2025.
  • 755 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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