Focus Financial Network’s Vanguard Financials ETF VFH Stock Holding History

Focus Financial 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	$4.19M	Buy	31,826 +787	+3%	+$100K	0.13%	127
2026 Q1	$3.75M	Buy	31,039 +1,190	+4%	+$152K	0.13%	131
2025 Q4	$3.98M	Buy	29,849 +449	+2%	+$58.3K	0.14%	123
2025 Q3	$3.86M	Buy	29,400 +47	+0.2%	+$6.09K	0.14%	123
2025 Q2	$3.74M	Buy	29,353 +813	+3%	+$96.9K	0.15%	122
2025 Q1	$3.41M	Buy	28,540 +267	+0.9%	+$32.5K	0.14%	125
2024 Q4	$3.34M	Sell	28,273 -3,450	-11%	-$408K	0.13%	128
2024 Q3	$3.5M	Sell	31,723 -10,078	-24%	-$1.07M	0.14%	124
2024 Q2	$4.47M	Buy	41,801 +24,952	+148%	+$2.49M	0.19%	85
2024 Q1	$1.62M	Buy	16,849 +2,149	+15%	+$206K	0.08%	195
2023 Q4	$1.36M	Buy	14,700 +616	+4%	+$51.8K	0.05%	268
2023 Q3	$1.14M	Buy	14,084 +1,058	+8%	+$88.4K	0.06%	212
2023 Q2	$1.06M	Buy	13,026 +9,604	+281%	+$754K	0.06%	226
2023 Q1	$267K	Buy	3,422 +14	+0.4%	+$1.18K	0.02%	474
2022 Q4	$282K	Buy	3,408 +424	+14%	+$35K	0.02%	388
2022 Q3	$224K	Hold	2,984	–	–	0.02%	436
2022 Q2	$230K	Buy	2,984 +61	+2%	+$5.15K	0.02%	444
2022 Q1	$273K	Buy	+2,923	New	+$280K	0.02%	419
2021 Q1	–	Sell	-2,892	Closed	-$211K	–	544
2020 Q4	$211K	Buy	+2,892	New	+$191K	0.02%	413
2020 Q1	–	Sell	-3,000	Closed	-$229K	–	423
2019 Q4	$229K	Sell	3,000 -51	-2%	-$3.72K	0.03%	371
2019 Q3	$215K	Sell	3,051 -131	-4%	-$9.05K	0.03%	364
2019 Q2	$220K	Sell	3,182 -3,115	-49%	-$211K	0.03%	340
2019 Q1	$406K	Buy	+6,297	New	+$408K	0.07%	234

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

Focus Financial Network's VFH Position: Q2 2026 in Review

Focus Financial Network increased its Vanguard Financials ETF (VFH) stake by 2.5% in Q2 2026, buying an estimated $100K and bringing the position to 31,826 shares worth $4.19M. The position accounts for 0.13% of the portfolio, ranked #127.

Focus Financial Network first reported a position in VFH in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.47M in Q2 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Focus Financial Network held 31,826 shares of Vanguard Financials ETF worth $4.19M as of Q2 2026.
Focus Financial Network bought 787 Vanguard Financials ETF shares in Q2 2026, an estimated $100K.
Vanguard Financials ETF made up 0.13% of Focus Financial Network's portfolio in Q2 2026, its #127 holding.
Focus Financial Network first reported a position in Vanguard Financials ETF in Q1 2019 and has held it in 23 quarters since.
Focus Financial Network's Vanguard Financials ETF position peaked at $4.47M in Q2 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.