Focus Partners Advisor Solutions’s Vanguard Financials ETF VFH Stock Holding History

Focus Partners Advisor Solutions’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	$760K	Buy	5,778 +739	+15%	+$94.3K	0.01%	665
2026 Q1	$609K	Buy	5,039 +506	+11%	+$64.5K	0.01%	721
2025 Q4	$605K	Buy	4,533 +1,823	+67%	+$237K	0.01%	661
2025 Q3	$354K	Sell	2,710 -1,286	-32%	-$167K	﹤0.01%	846
2025 Q2	$509K	Buy	3,996 +628	+19%	+$74.9K	0.01%	666
2025 Q1	$402K	Sell	3,368 -689	-17%	-$83.9K	0.01%	652
2024 Q4	$479K	Sell	4,057 -18	-0.4%	-$2.13K	0.01%	486
2024 Q3	$448K	Buy	4,075 +516	+14%	+$54.7K	0.01%	477
2024 Q2	$355K	Buy	3,559 +1,044	+42%	+$104K	0.01%	455
2024 Q1	$258K	Buy	+2,515	New	+$241K	0.01%	509
2022 Q2	–	Sell	-3,928	Closed	-$367K	–	393
2022 Q1	$367K	Buy	+3,928	New	+$376K	0.04%	213

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 Partners Advisor Solutions's VFH Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Financials ETF (VFH) stake by 15% in Q2 2026, buying an estimated $94.3K and bringing the position to 5,778 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #665.

Focus Partners Advisor Solutions first reported a position in VFH in Q1 2022 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Focus Partners Advisor Solutions held 5,778 shares of Vanguard Financials ETF worth $760K as of Q2 2026.
Focus Partners Advisor Solutions bought 739 Vanguard Financials ETF shares in Q2 2026, an estimated $94.3K.
Vanguard Financials ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #665 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 11 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.