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

Evolution 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	$1.56M	Buy	11,890 +1	+0%	+$128	0.18%	62
2026 Q1	$1.44M	Hold	11,889	–	–	0.15%	61
2025 Q4	$1.59M	Buy	11,889 +1	+0%	+$130	0.16%	57
2025 Q3	$1.56M	Sell	11,888 -160	-1%	-$20.7K	0.21%	56
2025 Q2	$1.53M	Buy	12,048 +1	+0%	+$119	0.22%	57
2025 Q1	$1.44M	Buy	12,047 +1	+0%	+$122	0.24%	57
2024 Q4	$1.42M	Buy	12,046 +56	+0.5%	+$6.62K	0.24%	56
2024 Q3	$1.32M	Sell	11,990 -5	-0%	-$530	0.24%	56
2024 Q2	$1.2M	Hold	11,995	–	–	0.23%	56
2024 Q1	$1.23M	Buy	11,995 +45	+0.4%	+$4.32K	0.24%	55
2023 Q4	$1.1M	Hold	11,950	–	–	0.22%	54
2023 Q3	$960K	Sell	11,950 -90	-0.7%	-$7.52K	0.21%	54
2023 Q2	$978K	Hold	12,040	–	–	0.22%	51
2023 Q1	$938K	Hold	12,040	–	–	0.23%	52
2022 Q4	$996K	Buy	12,040 +225	+2%	+$18.6K	0.25%	50
2022 Q3	$880K	Sell	11,815 -68,745	-85%	-$5.59M	0.24%	53
2022 Q2	$6.22M	Buy	+80,560	New	+$6.8M	1.57%	16
2021 Q2	–	Sell	-165	Closed	-$14K	–	674
2021 Q1	$14K	Hold	165	–	–	﹤0.01%	365
2020 Q4	$12K	Hold	165	–	–	﹤0.01%	331
2020 Q3	$10K	Hold	165	–	–	﹤0.01%	359
2020 Q2	$9K	Buy	+165	New	+$9.17K	﹤0.01%	309
2020 Q1	–	Sell	-293	Closed	-$22K	–	634
2019 Q4	$22K	Sell	293 -445	-60%	-$32.5K	0.01%	219
2019 Q3	$52K	Sell	738 -247	-25%	-$17.1K	0.02%	57
2019 Q2	$68K	Sell	985 -250	-20%	-$17K	0.03%	73
2019 Q1	$80K	Sell	1,235 -14,345	-92%	-$930K	0.04%	70
2018 Q4	$925K	Buy	+15,580	New	+$1.01M	0.42%	41

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

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

Evolution Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 0.01% in Q2 2026, buying an estimated $128 and bringing the position to 11,890 shares worth $1.56M. The position accounts for 0.18% of the portfolio, ranked #62.

Evolution Wealth Advisors first reported a position in VFH in Q4 2018 and has held it in 26 quarters since. The position peaked at $6.22M in Q2 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Evolution Wealth Advisors held 11,890 shares of Vanguard Financials ETF worth $1.56M as of Q2 2026.
Evolution Wealth Advisors bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
Vanguard Financials ETF made up 0.18% of Evolution Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Evolution Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 26 quarters since.
Evolution Wealth Advisors's Vanguard Financials ETF position peaked at $6.22M in Q2 2022.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.