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EP Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

EP Wealth Advisors’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 		$990K Buy
7,526
+896
+14% +$114K ﹤0.01% 751
2026
Q1 		$801K Sell
6,630
-1,065
-14% -$136K ﹤0.01% 714
2025
Q4 		$1.03M Buy
+7,695
New +$1,000K 0.01% 613
2025
Q2 		$1.01M Buy
7,914
+509
+7% +$60.7K 0.01% 567
2025
Q1 		$885K Sell
7,405
-119
-2% -$14.5K 0.01% 534
2024
Q4 		$888K Buy
7,524
+953
+15% +$113K 0.01% 533
2024
Q3 		$722K Buy
6,571
+1,385
+27% +$147K 0.01% 582
2024
Q2 		$518K Buy
5,186
+323
+7% +$32.2K 0.01% 526
2024
Q1 		$498K Buy
4,863
+239
+5% +$22.9K 0.01% 509
2023
Q4 		$427K Sell
4,624
-352
-7% -$29.6K 0.01% 524
2023
Q3 		$400K Sell
4,976
-4,351
-47% -$364K 0.01% 502
2023
Q2 		$374K Sell
9,327
-4,497
-33% -$353K 0.01% 519
2023
Q1 		$739K Buy
13,824
+8,921
+182% +$755K 0.01% 345
2022
Q4 		$406K Buy
+4,903
New +$405K 0.01% 419
2022
Q3 		– Sell
-5,296
Closed -$409K – 635
2022
Q2 		$409K Buy
5,296
+915
+21% +$77.3K 0.01% 419
2022
Q1 		$409K Sell
4,381
-356
-8% -$34.1K 0.01% 424
2021
Q4 		$457K Buy
4,737
+1,434
+43% +$140K 0.01% 369
2021
Q3 		$306K Buy
3,303
+347
+12% +$32K 0.01% 423
2021
Q2 		$267K Sell
2,956
-69
-2% -$6.24K 0.01% 465
2021
Q1 		$256K Buy
3,025
+132
+5% +$10.5K 0.01% 433
2020
Q4 		$211K Buy
+2,893
New +$191K 0.01% 403
2019
Q1 		– Sell
-3,514
Closed -$209K – 272
2018
Q4 		$209K Buy
3,514
+1
+0% +$65 0.02% 244
2018
Q3 		$244K Buy
+3,513
New +$248K 0.02% 244
2017
Q4 		– Sell
-3,113
Closed -$203K – 204
2017
Q3 		$203K Buy
+3,113
New +$196K 0.02% 171

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

EP Wealth Advisors's VFH Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 14% in Q2 2026, buying an estimated $114K and bringing the position to 7,526 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

EP Wealth Advisors first reported a position in VFH in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.03M in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • EP Wealth Advisors held 7,526 shares of Vanguard Financials ETF worth $990K as of Q2 2026.
  • EP Wealth Advisors bought 896 Vanguard Financials ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Financials ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #751 holding.
  • EP Wealth Advisors first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 24 quarters since.
  • EP Wealth Advisors's Vanguard Financials ETF position peaked at $1.03M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.