EPG Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

EPG Wealth Management’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	$13.6K	Hold	103	–	–	﹤0.01%	272
2026 Q1	$12.4K	Hold	103	–	–	﹤0.01%	275
2025 Q4	$13.7K	Hold	103	–	–	﹤0.01%	267
2025 Q3	$13.5K	Hold	103	–	–	﹤0.01%	268
2025 Q2	$13.1K	Hold	103	–	–	﹤0.01%	263
2025 Q1	$12.3K	Hold	103	–	–	﹤0.01%	363
2024 Q4	$12.2K	Hold	103	–	–	﹤0.01%	366
2024 Q3	$11.3K	Buy	+103	New	+$10.9K	﹤0.01%	368
2024 Q2	–	Sell	-103	Closed	-$10.3K	–	392
2024 Q1	$10.5K	Hold	103	–	–	﹤0.01%	386
2023 Q4	$9.67K	Hold	103	–	–	﹤0.01%	371
2023 Q3	$8.27K	Hold	103	–	–	﹤0.01%	375
2023 Q2	$8.37K	Hold	103	–	–	﹤0.01%	366
2023 Q1	$8.02K	Hold	103	–	–	﹤0.01%	375
2022 Q4	$8.52K	Hold	103	–	–	﹤0.01%	338
2022 Q3	$8K	Buy	+103	New	+$8.38K	﹤0.01%	346
2022 Q2	–	Sell	-103	Closed	-$10K	–	389
2022 Q1	$10K	Hold	103	–	–	﹤0.01%	354
2021 Q4	$10K	Hold	103	–	–	﹤0.01%	361
2021 Q3	$10K	Buy	+103	New	+$9.5K	﹤0.01%	335

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

EPG Wealth Management's VFH Position: Q2 2026 in Review

EPG Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 103 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

EPG Wealth Management first reported a position in VFH in Q3 2021 and has held it in 18 quarters since. The position peaked at $13.7K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

EPG Wealth Management held 103 shares of Vanguard Financials ETF worth $13.6K as of Q2 2026.
EPG Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #272 holding.
EPG Wealth Management first reported a position in Vanguard Financials ETF in Q3 2021 and has held it in 18 quarters since.
EPG Wealth Management's Vanguard Financials ETF position peaked at $13.7K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.