EPW
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Evolve Private Wealth’s Vanguard Financials ETF VFH Stock Holding History

Evolve Private 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
-3,265
Closed -$394K – 1227
2026
Q1 		$394K Buy
+3,265
New +$416K 0.02% 679

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

Evolve Private Wealth's VFH Position: Q2 2026 in Review

Evolve Private Wealth sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 3,265 shares — an estimated $394K sold.

Evolve Private Wealth first reported a position in VFH in Q1 2026 and held it in 1 quarter. The position peaked at $394K in Q1 2026. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Evolve Private Wealth reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,265 Vanguard Financials ETF shares in Q2 2026, an estimated $394K.
  • Evolve Private Wealth first reported a position in Vanguard Financials ETF in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's Vanguard Financials ETF position peaked at $394K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.