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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empower Advisory Group's VFH Position: Q1 2026 in Review

Empower Advisory Group increased its Vanguard Financials ETF (VFH) stake by 6.3% in Q1 2026, buying an estimated $24.9K and bringing the position to 3,295 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Empower Advisory Group first reported a position in VFH in Q1 2023 and has held it in 13 quarters since. The position peaked at $544K in Q4 2024. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Empower Advisory Group held 3,295 shares of Vanguard Financials ETF worth $398K as of Q1 2026.
  • Empower Advisory Group bought 195 Vanguard Financials ETF shares in Q1 2026, an estimated $24.9K.
  • Vanguard Financials ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #363 holding.
  • Empower Advisory Group first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Vanguard Financials ETF position peaked at $544K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.