EAN
VFH icon

Excelsior Advisor Network’s Vanguard Financials ETF VFH Stock Holding History

Excelsior Advisor Network’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 		$482K Sell
3,661
-30
-0.8% -$3.83K 0.06% 276
2026
Q1 		$446K Sell
3,691
-100
-3% -$12.8K 0.17% 117
2025
Q4 		$506K Buy
+3,791
New +$492K 0.25% 86

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

Excelsior Advisor Network's VFH Position: Q2 2026 in Review

Excelsior Advisor Network reduced its Vanguard Financials ETF (VFH) stake by 0.81% in Q2 2026, selling an estimated $3.83K and leaving 3,661 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #276.

Excelsior Advisor Network first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $506K in Q4 2025. 757 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Excelsior Advisor Network held 3,661 shares of Vanguard Financials ETF worth $482K as of Q2 2026.
  • Excelsior Advisor Network sold 30 Vanguard Financials ETF shares in Q2 2026, an estimated $3.83K.
  • Vanguard Financials ETF made up 0.06% of Excelsior Advisor Network's portfolio in Q2 2026, its #276 holding.
  • Excelsior Advisor Network first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Excelsior Advisor Network's Vanguard Financials ETF position peaked at $506K in Q4 2025.
  • 757 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.