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 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 $1.37T 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

Freestone Capital Holdings's VFH Position: Q1 2026 in Review

Freestone Capital Holdings held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 3,061 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #400.

Freestone Capital Holdings first reported a position in VFH in Q3 2020 and has held it in 9 quarters since. The position peaked at $813K in Q2 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Freestone Capital Holdings held 3,061 shares of Vanguard Financials ETF worth $370K as of Q1 2026.
Freestone Capital Holdings left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #400 holding.
Freestone Capital Holdings first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 9 quarters since.
Freestone Capital Holdings's Vanguard Financials ETF position peaked at $813K in Q2 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.