FWL Investment Management’s Vanguard Financials ETF VFH Stock Holding History

FWL Investment Management’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	$48K	Hold	365	–	–	0.01%	202
2026 Q1	$44.1K	Sell	365 -179	-33%	-$22.8K	0.01%	170
2025 Q4	$72.6K	Hold	544	–	–	0.02%	135
2025 Q3	$71.4K	Hold	544	–	–	0.02%	126
2025 Q2	$69.3K	Hold	544	–	–	0.02%	135
2025 Q1	$65K	Sell	544 -30	-5%	-$3.65K	0.02%	137
2024 Q4	$67.8K	Buy	574 +405	+240%	+$47.9K	0.02%	133
2024 Q3	$18.6K	Buy	+169	New	+$17.9K	0.01%	191

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

FWL Investment Management's VFH Position: Q2 2026 in Review

FWL Investment Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 365 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #202.

FWL Investment Management first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $72.6K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

FWL Investment Management held 365 shares of Vanguard Financials ETF worth $48K as of Q2 2026.
FWL Investment Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #202 holding.
FWL Investment Management first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
FWL Investment Management's Vanguard Financials ETF position peaked at $72.6K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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