Empower Advisory Group
VFH icon

Empower Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Empower Advisory Group’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 		$377K Sell
2,868
-427
-13% -$54.5K ﹤0.01% 394
2026
Q1 		$398K Buy
3,295
+195
+6% +$24.9K ﹤0.01% 363
2025
Q4 		$414K Sell
3,100
-864
-22% -$112K ﹤0.01% 361
2025
Q3 		$520K Hold
3,964
– – ﹤0.01% 338
2025
Q2 		$505K Buy
3,964
+628
+19% +$74.9K ﹤0.01% 326
2025
Q1 		$399K Sell
3,336
-1,271
-28% -$155K ﹤0.01% 347
2024
Q4 		$544K Buy
4,607
+778
+20% +$92K ﹤0.01% 316
2024
Q3 		$421K Sell
3,829
-482
-11% -$51.1K ﹤0.01% 345
2024
Q2 		$431K Buy
4,311
+733
+20% +$73.2K ﹤0.01% 327
2024
Q1 		$366K Sell
3,578
-102
-3% -$9.79K ﹤0.01% 365
2023
Q4 		$340K Sell
3,680
-8
-0.2% -$672 ﹤0.01% 367
2023
Q3 		$296K Sell
3,688
-228
-6% -$19.1K ﹤0.01% 381
2023
Q2 		$318K Buy
3,916
+84
+2% +$6.59K ﹤0.01% 376
2023
Q1 		$298K Buy
+3,832
New +$324K ﹤0.01% 386

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

Empower Advisory Group's VFH Position: Q2 2026 in Review

Empower Advisory Group reduced its Vanguard Financials ETF (VFH) stake by 13% in Q2 2026, selling an estimated $54.5K and leaving 2,868 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Empower Advisory Group first reported a position in VFH in Q1 2023 and has held it in 14 quarters since. The position peaked at $544K in Q4 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Empower Advisory Group held 2,868 shares of Vanguard Financials ETF worth $377K as of Q2 2026.
  • Empower Advisory Group sold 427 Vanguard Financials ETF shares in Q2 2026, an estimated $54.5K.
  • Vanguard Financials ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #394 holding.
  • Empower Advisory Group first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Financials ETF position peaked at $544K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.