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

EverSource 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	$53K	Sell	403 -384	-49%	-$49K	﹤0.01%	1745
2026 Q1	$95.1K	Buy	787 +384	+95%	+$49K	﹤0.01%	1460
2025 Q4	$53.8K	Hold	403	–	–	﹤0.01%	1695
2025 Q3	$52.9K	Hold	403	–	–	﹤0.01%	1672
2025 Q2	$51.3K	Buy	403 +31	+8%	+$3.7K	﹤0.01%	1597
2025 Q1	$44.4K	Hold	372	–	–	﹤0.01%	1289
2024 Q4	$43.9K	Buy	372 +19	+5%	+$2.25K	﹤0.01%	1248
2024 Q3	$38.8K	Hold	353	–	–	﹤0.01%	1176
2024 Q2	$37.7K	Buy	353 +52	+17%	+$5.19K	﹤0.01%	1227
2024 Q1	$29.4K	Sell	301 -169	-36%	-$16.2K	﹤0.01%	1193
2023 Q4	$43.4K	Sell	470 -648	-58%	-$54.5K	﹤0.01%	959
2023 Q3	$89.8K	Buy	1,118 +969	+650%	+$81K	0.01%	606
2023 Q2	$12.1K	Sell	149 -111	-43%	-$8.71K	﹤0.01%	1361
2023 Q1	$20.2K	Sell	260 -714	-73%	-$60.4K	﹤0.01%	1083
2022 Q4	$80.6K	Buy	974 +699	+254%	+$57.8K	0.01%	580
2022 Q3	$20K	Hold	275	–	–	﹤0.01%	913
2022 Q2	$21K	Sell	275 -16	-5%	-$1.35K	0.01%	819
2022 Q1	$27K	Sell	291 -51	-15%	-$4.88K	0.01%	608
2021 Q4	$33K	Buy	+342	New	+$33.3K	0.01%	514

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

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

EverSource Wealth Advisors reduced its Vanguard Financials ETF (VFH) stake by 49% in Q2 2026, selling an estimated $49K and leaving 403 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

EverSource Wealth Advisors first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $95.1K in Q1 2026. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

EverSource Wealth Advisors held 403 shares of Vanguard Financials ETF worth $53K as of Q2 2026.
EverSource Wealth Advisors sold 384 Vanguard Financials ETF shares in Q2 2026, an estimated $49K.
Vanguard Financials ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1745 holding.
EverSource Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard Financials ETF position peaked at $95.1K in Q1 2026.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.