EF
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Empowered Funds’s Vanguard Financials ETF VFH Stock Holding History

Empowered Funds’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 		– Sell
-2,854
Closed -$381K – 2207
2025
Q4 		$381K Buy
+2,854
New +$371K 0.01% 813
2025
Q1 		– Sell
-1,303
Closed -$154K – 1800
2024
Q4 		$154K Buy
+1,303
New +$154K ﹤0.01% 1539

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

Empowered Funds's VFH Position: Q1 2026 in Review

Empowered Funds sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 2,854 shares — an estimated $381K sold.

Empowered Funds first reported a position in VFH in Q4 2024 and held it in 2 quarters. The position peaked at $381K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Empowered Funds reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Empowered Funds sold 2,854 Vanguard Financials ETF shares in Q1 2026, an estimated $381K.
  • Empowered Funds first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 2 quarters.
  • Empowered Funds's Vanguard Financials ETF position peaked at $381K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.