FFA
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Founders Financial Alliance’s Vanguard Financials ETF VFH Stock Holding History

Founders Financial Alliance’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 		$635K Buy
4,827
+27
+0.6% +$3.44K 0.08% 212
2026
Q1 		$580K Buy
4,800
+41
+0.9% +$5.23K 0.1% 188
2025
Q4 		$635K Sell
4,759
-72
-1% -$9.35K 0.12% 169
2025
Q3 		$634K Buy
4,831
+119
+3% +$15.4K 0.12% 163
2025
Q2 		$600K Buy
4,712
+15
+0.3% +$1.79K 0.14% 154
2025
Q1 		$561K Buy
4,697
+23
+0.5% +$2.8K 0.14% 157
2024
Q4 		$552K Buy
4,674
+40
+0.9% +$4.73K 0.15% 132
2024
Q3 		$509K Hold
4,634
– – 0.14% 146
2024
Q2 		$463K Hold
4,634
– – 0.14% 147
2024
Q1 		$474K Buy
4,634
+7
+0.2% +$672 0.14% 145
2023
Q4 		$427K Sell
4,627
-82
-2% -$6.89K 0.17% 126
2023
Q3 		$378K Buy
4,709
+157
+3% +$13.1K 0.17% 128
2023
Q2 		$370K Sell
4,552
-866
-16% -$68K 0.15% 153
2023
Q1 		$435K Buy
5,418
+180
+3% +$15.2K 0.22% 111
2022
Q4 		$433K Buy
5,238
+54
+1% +$4.46K 0.2% 117
2022
Q3 		$386K Buy
5,184
+5,010
+2,879% +$407K 0.2% 117
2022
Q2 		$13K Sell
174
-4,910
-97% -$415K 0.01% 424
2022
Q1 		$475K Buy
5,084
+555
+12% +$53.2K 0.21% 110
2021
Q4 		$437K Buy
4,529
+2,342
+107% +$228K 0.18% 126
2021
Q3 		$203K Buy
2,187
+800
+58% +$73.8K 0.09% 217
2021
Q2 		$126K Buy
1,387
+2
+0.1% +$181 0.06% 274
2021
Q1 		$118K Buy
1,385
+274
+25% +$21.8K 0.06% 257
2020
Q4 		$81K Hold
1,111
– – 0.05% 259
2020
Q3 		$65K Buy
+1,111
New +$66.1K 0.04% 329

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

Founders Financial Alliance's VFH Position: Q2 2026 in Review

Founders Financial Alliance increased its Vanguard Financials ETF (VFH) stake by 0.56% in Q2 2026, buying an estimated $3.44K and bringing the position to 4,827 shares worth $635K. The position accounts for 0.08% of the portfolio, ranked #212.

Founders Financial Alliance first reported a position in VFH in Q3 2020 and has held it in 24 quarters since. The position peaked at $635K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Founders Financial Alliance held 4,827 shares of Vanguard Financials ETF worth $635K as of Q2 2026.
  • Founders Financial Alliance bought 27 Vanguard Financials ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Financials ETF made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #212 holding.
  • Founders Financial Alliance first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Financials ETF position peaked at $635K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.