FPAS
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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
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
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