FWP
VFH icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return