EW
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Evoke Wealth’s Vanguard Financials ETF VFH Stock Holding History

Evoke Wealth’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 		– Sell
-5,119
Closed -$618K – 625
2026
Q1 		$618K Hold
5,119
– – 0.01% 365
2025
Q4 		$683K Buy
5,119
+106
+2% +$13.8K 0.01% 332
2025
Q3 		$658K Hold
5,013
– – 0.01% 306
2025
Q2 		$638K Hold
5,013
– – 0.01% 292
2025
Q1 		$599K Hold
5,013
– – 0.02% 250
2024
Q4 		$592K Hold
5,013
– – 0.02% 238
2024
Q3 		$554K Buy
+5,013
New +$531K 0.02% 242
2024
Q2 		– Sell
-5,013
Closed -$513K – 375
2024
Q1 		$513K Buy
+5,013
New +$481K 0.02% 245
2023
Q4 		– Sell
-15,165
Closed -$1.23M – 343
2023
Q3 		$1.23M Buy
15,165
+1,545
+11% +$129K 0.04% 162
2023
Q2 		$1.11M Hold
13,620
– – 0.04% 154
2023
Q1 		$1.06M Hold
13,620
– – 0.04% 156
2022
Q4 		$1.13M Sell
13,620
-2,168
-14% -$179K 0.04% 151
2022
Q3 		$1.18M Hold
15,788
– – 0.05% 139
2022
Q2 		$1.22M Hold
15,788
– – 0.05% 141
2022
Q1 		$1.47M Buy
15,788
+8,607
+120% +$824K 0.05% 138
2021
Q4 		$693K Hold
7,181
– – 0.02% 214
2021
Q3 		$669K Hold
7,181
– – 0.03% 204
2021
Q2 		$650K Sell
7,181
-62
-0.9% -$5.6K 0.02% 217
2021
Q1 		$612K Buy
7,243
+62
+0.9% +$4.94K 0.03% 196
2020
Q4 		$523K Hold
7,181
– – 0.04% 147
2020
Q3 		$420K Hold
7,181
– – 0.03% 145
2020
Q2 		$411K Buy
7,181
+402
+6% +$22.3K 0.04% 128
2020
Q1 		$344K Buy
+6,779
New +$462K 0.05% 126
2019
Q4 		– Sell
-6,494
Closed -$458K – 1466
2019
Q3 		$458K Buy
+6,494
New +$449K 0.06% 153

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

Evoke Wealth's VFH Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 5,119 shares — an estimated $618K sold.

Evoke Wealth first reported a position in VFH in Q3 2019 and held it in 24 quarters. The position peaked at $1.47M in Q1 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,119 Vanguard Financials ETF shares in Q2 2026, an estimated $618K.
  • Evoke Wealth first reported a position in Vanguard Financials ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Vanguard Financials ETF position peaked at $1.47M in Q1 2022.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.