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

Florida Financial 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 Q1	–	Sell	-2,402	Closed	-$321K	–	339
2025 Q4	$321K	Sell	2,402 -83	-3%	-$10.8K	0.09%	200
2025 Q3	$326K	Sell	2,485 -1,329	-35%	-$172K	0.1%	189
2025 Q2	$485K	Sell	3,814 -353	-8%	-$42.1K	0.16%	140
2025 Q1	$496K	Buy	4,167 +2,211	+113%	+$269K	0.2%	110
2024 Q4	$231K	Buy	+1,956	New	+$231K	0.1%	172

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Florida Financial Advisors's VFH Position: Q1 2026 in Review

Florida Financial Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 2,402 shares — an estimated $321K sold.

Florida Financial Advisors first reported a position in VFH in Q4 2024 and held it in 5 quarters. The position peaked at $496K in Q1 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Florida Financial Advisors reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Florida Financial Advisors sold 2,402 Vanguard Financials ETF shares in Q1 2026, an estimated $321K.
Florida Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 5 quarters.
Florida Financial Advisors's Vanguard Financials ETF position peaked at $496K in Q1 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.