Envestnet Portfolio Solutions’s Vanguard Financials ETF VFH Stock Holding History

Envestnet Portfolio Solutions’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	$953K	Buy	+7,242	New	+$924K	﹤0.01%	732
2026 Q1	–	Sell	-3,480	Closed	-$465K	–	1513
2025 Q4	$465K	Sell	3,480 -1,275	-27%	-$166K	﹤0.01%	1094
2025 Q3	$624K	Sell	4,755 -45,559	-91%	-$5.9M	﹤0.01%	938
2025 Q2	$6.4M	Sell	50,314 -24,729	-33%	-$2.95M	0.02%	306
2025 Q1	$8.97M	Sell	75,043 -1,789	-2%	-$218K	0.03%	249
2024 Q4	$9.07M	Sell	76,832 -6,024	-7%	-$712K	0.03%	269
2024 Q3	$9.11M	Buy	82,856 +3,280	+4%	+$348K	0.03%	266
2024 Q2	$7.95M	Sell	79,576 -9,382	-11%	-$937K	0.03%	276
2024 Q1	$9.11M	Buy	88,958 +39,118	+78%	+$3.75M	0.03%	248
2023 Q4	$4.6M	Sell	49,840 -58,826	-54%	-$4.94M	0.02%	342
2023 Q3	$8.73M	Buy	+108,666	New	+$9.08M	0.04%	204

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

Envestnet Portfolio Solutions's VFH Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 7,242 shares worth $953K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in VFH as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in VFH in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.11M in Q1 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Envestnet Portfolio Solutions held 7,242 shares of Vanguard Financials ETF worth $953K as of Q2 2026.
Vanguard Financials ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #732 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Vanguard Financials ETF position peaked at $9.11M in Q1 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.