Financial Engines Advisors’s Vanguard Financials ETF VFH Stock Holding History

Financial Engines 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	$1.11M	Buy	8,469 +99	+1%	+$12.6K	﹤0.01%	305
2026 Q1	$1.01M	Sell	8,370 -984	-11%	-$125K	﹤0.01%	303
2025 Q4	$1.25M	Sell	9,354 -364	-4%	-$47.3K	﹤0.01%	288
2025 Q3	$1.28M	Sell	9,718 -334	-3%	-$43.3K	﹤0.01%	281
2025 Q2	$1.28M	Buy	10,052 +3,174	+46%	+$378K	﹤0.01%	265
2025 Q1	$822K	Buy	6,878 +304	+5%	+$37K	﹤0.01%	276
2024 Q4	$776K	Sell	6,574 -589	-8%	-$69.7K	﹤0.01%	286
2024 Q3	$791K	Sell	7,163 -1,630	-19%	-$173K	﹤0.01%	246
2024 Q2	$882K	Sell	8,793 -448	-5%	-$44.7K	﹤0.01%	221
2024 Q1	$946K	Buy	9,241 +8	+0.1%	+$768	﹤0.01%	203
2023 Q4	$852K	Sell	9,233 -16,915	-65%	-$1.42M	﹤0.01%	191
2023 Q3	$2.11M	Sell	26,148 -6,182	-19%	-$517K	0.01%	124
2023 Q2	$2.64M	Sell	32,330 -5,812	-15%	-$456K	0.01%	120
2023 Q1	$2.97M	Sell	38,142 -19,074	-33%	-$1.61M	0.01%	113
2022 Q4	$4.73M	Sell	57,216 -81,760	-59%	-$6.76M	0.01%	95
2022 Q3	$10.4M	Sell	138,976 -7,881	-5%	-$641K	0.03%	77
2022 Q2	$11.3M	Sell	146,857 -2,060	-1%	-$174K	0.03%	70
2022 Q1	$13.9M	Buy	+148,917	New	+$14.3M	0.04%	66

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

Financial Engines Advisors's VFH Position: Q2 2026 in Review

Financial Engines Advisors increased its Vanguard Financials ETF (VFH) stake by 1.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 8,469 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Financial Engines Advisors first reported a position in VFH in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.9M in Q1 2022. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Financial Engines Advisors held 8,469 shares of Vanguard Financials ETF worth $1.11M as of Q2 2026.
Financial Engines Advisors bought 99 Vanguard Financials ETF shares in Q2 2026, an estimated $12.6K.
Vanguard Financials ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #305 holding.
Financial Engines Advisors first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 18 quarters since.
Financial Engines Advisors's Vanguard Financials ETF position peaked at $13.9M in Q1 2022.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.