EPW
VFH icon

Endeavor Private Wealth’s Vanguard Financials ETF VFH Stock Holding History

Endeavor Private Wealth’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 		$222K Sell
1,840
-25
-1% -$3.19K 0.06% 189
2025
Q4 		$249K Hold
1,865
– – 0.07% 182
2025
Q3 		$245K Buy
+1,865
New +$242K 0.08% 173

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

Endeavor Private Wealth's VFH Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Vanguard Financials ETF (VFH) stake by 1.3% in Q1 2026, selling an estimated $3.19K and leaving 1,840 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #189.

Endeavor Private Wealth first reported a position in VFH in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Endeavor Private Wealth held 1,840 shares of Vanguard Financials ETF worth $222K as of Q1 2026.
  • Endeavor Private Wealth sold 25 Vanguard Financials ETF shares in Q1 2026, an estimated $3.19K.
  • Vanguard Financials ETF made up 0.06% of Endeavor Private Wealth's portfolio in Q1 2026, its #189 holding.
  • Endeavor Private Wealth first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • Endeavor Private Wealth's Vanguard Financials ETF position peaked at $249K in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.