Focus Partners Wealth’s Vanguard Financials ETF VFH Stock Holding History

Focus Partners Wealth’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	$14.6M	Buy	120,635 +2,045	+2%	+$261K	0.02%	594
2025 Q4	$15.8M	Buy	118,590 +109,035	+1,141%	+$14.2M	0.02%	551
2025 Q3	$1.25M	Buy	9,555 +2,960	+45%	+$383K	﹤0.01%	1196
2025 Q2	$840K	Sell	6,595 -1,226	-16%	-$146K	﹤0.01%	1218
2025 Q1	$934K	Buy	7,821 +743	+10%	+$90.5K	﹤0.01%	1089
2024 Q4	$836K	Sell	7,078 -2,434	-26%	-$288K	﹤0.01%	1118
2024 Q3	$1.05M	Buy	9,512 +1,868	+24%	+$198K	﹤0.01%	932
2024 Q2	$763K	Hold	7,644	–	–	﹤0.01%	855
2024 Q1	$783K	Hold	7,644	–	–	0.01%	646
2023 Q4	$705K	Buy	+7,644	New	+$642K	0.01%	515

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

Focus Partners Wealth's VFH Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Financials ETF (VFH) stake by 1.7% in Q1 2026, buying an estimated $261K and bringing the position to 120,635 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #594.

Focus Partners Wealth first reported a position in VFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.8M in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Focus Partners Wealth held 120,635 shares of Vanguard Financials ETF worth $14.6M as of Q1 2026.
Focus Partners Wealth bought 2,045 Vanguard Financials ETF shares in Q1 2026, an estimated $261K.
Vanguard Financials ETF made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #594 holding.
Focus Partners Wealth first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Vanguard Financials ETF position peaked at $15.8M in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.