Elite Financial’s Vanguard Financials ETF VFH Stock Holding History

Elite Financial’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	$540K	Sell	4,107 -805	-16%	-$103K	0.22%	36
2026 Q1	$593K	Hold	4,912	–	–	0.27%	34
2025 Q4	$655K	Buy	4,912 +2	+0%	+$260	0.3%	33
2025 Q3	$633K	Buy	4,910 +1,301	+36%	+$168K	0.29%	33
2025 Q2	$457K	Buy	3,609 +356	+11%	+$42.4K	0.22%	39
2025 Q1	$388K	Buy	3,253 +27	+0.8%	+$3.29K	0.21%	38
2024 Q4	$381K	Buy	+3,226	New	+$381K	0.21%	35

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

Elite Financial's VFH Position: Q2 2026 in Review

Elite Financial reduced its Vanguard Financials ETF (VFH) stake by 16% in Q2 2026, selling an estimated $103K and leaving 4,107 shares worth $540K. The position accounts for 0.22% of the portfolio, ranked #36.

Elite Financial first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Elite Financial held 4,107 shares of Vanguard Financials ETF worth $540K as of Q2 2026.
Elite Financial sold 805 Vanguard Financials ETF shares in Q2 2026, an estimated $103K.
Vanguard Financials ETF made up 0.22% of Elite Financial's portfolio in Q2 2026, its #36 holding.
Elite Financial first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's Vanguard Financials ETF position peaked at $655K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.