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Foundations Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Foundations Investment 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
Q2 		$5.16M Buy
39,230
+2,010
+5% +$256K 0.05% 246
2026
Q1 		$4.5M Buy
37,220
+2,525
+7% +$322K 0.06% 242
2025
Q4 		$4.63M Buy
34,695
+1,452
+4% +$189K 0.06% 233
2025
Q3 		$4.36M Buy
33,243
+1,307
+4% +$169K 0.06% 227
2025
Q2 		$4.07M Buy
31,936
+1,388
+5% +$165K 0.06% 227
2025
Q1 		$3.65M Buy
30,548
+229
+0.8% +$27.9K 0.07% 228
2024
Q4 		$3.58M Sell
30,319
-9
-0% -$1.06K 0.07% 216
2024
Q3 		$3.33M Sell
30,328
-2,607
-8% -$276K 0.07% 213
2024
Q2 		$3.29M Buy
32,935
+988
+3% +$98.6K 0.08% 188
2024
Q1 		$3.27M Buy
31,947
+431
+1% +$41.4K 0.09% 183
2023
Q4 		$2.96M Buy
31,516
+1,792
+6% +$151K 0.08% 186
2023
Q3 		$2.39M Buy
29,724
+7,696
+35% +$643K 0.07% 200
2023
Q2 		$1.79M Buy
22,028
+9,391
+74% +$737K 0.06% 205
2023
Q1 		$984K Buy
+12,637
New +$1.07M 0.04% 244
2021
Q4 		– Sell
-11,276
Closed -$1.07M – 358
2021
Q3 		$1.07M Buy
+11,276
New +$1.04M 0.05% 108

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's VFH Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 5.4% in Q2 2026, buying an estimated $256K and bringing the position to 39,230 shares worth $5.16M. The position accounts for 0.05% of the portfolio, ranked #246.

Foundations Investment Advisors first reported a position in VFH in Q3 2021 and has held it in 15 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Foundations Investment Advisors held 39,230 shares of Vanguard Financials ETF worth $5.16M as of Q2 2026.
  • Foundations Investment Advisors bought 2,010 Vanguard Financials ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Financials ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2021 and has held it in 15 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.