FAS Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

FAS Wealth Partners’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	$16.3K	Buy	124 +1	+0.8%	+$128	﹤0.01%	460
2026 Q1	$14.9K	Hold	123	–	–	﹤0.01%	448
2025 Q4	$16.4K	Buy	+123	New	+$16K	﹤0.01%	443
2023 Q4	–	Sell	-248	Closed	-$19.9K	–	446
2023 Q3	$19.9K	Hold	248	–	–	﹤0.01%	372
2023 Q2	$20.1K	Buy	+248	New	+$19.5K	﹤0.01%	355
2023 Q1	–	Sell	-650	Closed	-$53.8K	–	434
2022 Q4	$53.8K	Hold	650	–	–	0.01%	322
2022 Q3	$48K	Buy	+650	New	+$52.9K	0.01%	318

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

FAS Wealth Partners's VFH Position: Q2 2026 in Review

FAS Wealth Partners increased its Vanguard Financials ETF (VFH) stake by 0.81% in Q2 2026, buying an estimated $128 and bringing the position to 124 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

FAS Wealth Partners first reported a position in VFH in Q3 2022 and has held it in 7 quarters since. The position peaked at $53.8K in Q4 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

FAS Wealth Partners held 124 shares of Vanguard Financials ETF worth $16.3K as of Q2 2026.
FAS Wealth Partners bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
Vanguard Financials ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #460 holding.
FAS Wealth Partners first reported a position in Vanguard Financials ETF in Q3 2022 and has held it in 7 quarters since.
FAS Wealth Partners's Vanguard Financials ETF position peaked at $53.8K in Q4 2022.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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