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Evanson Financial’s Vanguard Financials ETF VFH Stock Holding History

Evanson Financial’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 		$1.75M Buy
+13,328
New +$1.7M 0.09% 102

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

Evanson Financial's VFH Position: Q2 2026 in Review

Evanson Financial opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 13,328 shares worth $1.75M. The stake represents 0.09% of the portfolio and ranks #102 among its holdings.

758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Evanson Financial held 13,328 shares of Vanguard Financials ETF worth $1.75M as of Q2 2026.
  • Vanguard Financials ETF was a new Evanson Financial position in Q2 2026.
  • Vanguard Financials ETF made up 0.09% of Evanson Financial's portfolio in Q2 2026, its #102 holding.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.