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Evelyn Partners Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Evelyn Partners Investment 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
Q1 		$50.1K Hold
415
– – ﹤0.01% 277
2025
Q4 		$55.4K Hold
415
– – ﹤0.01% 277
2025
Q3 		$54.5K Buy
415
+325
+361% +$42.1K ﹤0.01% 277
2025
Q2 		$11.5K Buy
+90
New +$10.7K ﹤0.01% 351

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

Evelyn Partners Investment Management's VFH Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 415 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Evelyn Partners Investment Management first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $55.4K in Q4 2025. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Evelyn Partners Investment Management held 415 shares of Vanguard Financials ETF worth $50.1K as of Q1 2026.
  • Evelyn Partners Investment Management left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #277 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management's Vanguard Financials ETF position peaked at $55.4K in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.