Freestone Capital Holdings’s Vanguard Financials ETF VFH Stock Holding History

Freestone Capital Holdings’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	$2.15M	Buy	16,372 +13,311	+435%	+$1.7M	0.06%	192
2026 Q1	$370K	Hold	3,061	–	–	0.01%	400
2025 Q4	$409K	Sell	3,061 -3,087	-50%	-$401K	0.01%	375
2025 Q3	$807K	Sell	6,148 -239	-4%	-$30.9K	0.02%	269
2025 Q2	$813K	Buy	6,387 +1,174	+23%	+$140K	0.03%	240
2025 Q1	$623K	Buy	5,213 +775	+17%	+$94.4K	0.02%	265
2024 Q4	$524K	Buy	4,438 +278	+7%	+$32.9K	0.02%	279
2024 Q3	$457K	Buy	+4,160	New	+$441K	0.02%	304
2021 Q1	–	Sell	-194	Closed	-$14.1K	–	1100
2020 Q4	$14.1K	Hold	194	–	–	﹤0.01%	790
2020 Q3	$11.3K	Buy	+194	New	+$11.5K	﹤0.01%	723

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

Freestone Capital Holdings's VFH Position: Q2 2026 in Review

Freestone Capital Holdings increased its Vanguard Financials ETF (VFH) stake by 435% in Q2 2026, buying an estimated $1.7M and bringing the position to 16,372 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #192.

Freestone Capital Holdings first reported a position in VFH in Q3 2020 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Freestone Capital Holdings held 16,372 shares of Vanguard Financials ETF worth $2.15M as of Q2 2026.
Freestone Capital Holdings bought 13,311 Vanguard Financials ETF shares in Q2 2026, an estimated $1.7M.
Vanguard Financials ETF made up 0.06% of Freestone Capital Holdings's portfolio in Q2 2026, its #192 holding.
Freestone Capital Holdings first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 10 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.