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Hamilton Wealth’s Vanguard Financials ETF VFH Stock Holding History

Hamilton Wealth’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 		$230K Sell
1,751
-102
-6% -$13K 0.04% 107
2026
Q1 		$224K Sell
1,853
-75,049
-98% -$9.57M 0.04% 104
2025
Q4 		$10.3M Buy
76,902
+2,446
+3% +$318K 1.95% 16
2025
Q3 		$9.77M Buy
74,456
+2,517
+3% +$326K 2.04% 14
2025
Q2 		$9.16M Sell
71,939
-82,278
-53% -$9.81M 2.05% 14
2025
Q1 		$18.4M Sell
154,217
-10,972
-7% -$1.34M 4.44% 6
2024
Q4 		$19.5M Buy
165,189
+26,771
+19% +$3.17M 4.73% 7
2024
Q3 		$15.2M Sell
138,418
-776
-0.6% -$82.2K 3.72% 8
2024
Q2 		$13.9M Buy
139,194
+30,334
+28% +$3.03M 3.74% 8
2024
Q1 		$11.1M Buy
108,860
+3,470
+3% +$333K 3.48% 7
2023
Q4 		$9.72M Sell
105,390
-2,854
-3% -$240K 3.06% 10
2023
Q3 		$8.69M Buy
108,244
+33,861
+46% +$2.83M 3.12% 12
2023
Q2 		$6.04M Buy
+74,383
New +$5.84M 2.1% 15
2022
Q4 		– Sell
-3,585
Closed -$267K – 108
2022
Q3 		$267K Sell
3,585
-132,332
-97% -$10.8M 0.11% 69
2022
Q2 		$10.5M Buy
135,917
+1,499
+1% +$127K 4.11% 11
2022
Q1 		$12.6M Buy
134,418
+3,422
+3% +$328K 5.46% 8
2021
Q4 		$12.7M Sell
130,996
-1,460
-1% -$142K 5.65% 8
2021
Q3 		$12.3M Buy
132,456
+1,280
+1% +$118K 5.64% 6
2021
Q2 		$11.9M Sell
131,176
-40,104
-23% -$3.62M 5.54% 6
2021
Q1 		$14.5M Buy
171,280
+110,504
+182% +$8.81M 7.03% 2
2020
Q4 		$4.43M Sell
60,776
-3,761
-6% -$248K 2.27% 18
2020
Q3 		$3.77M Sell
64,537
-34,284
-35% -$2.04M 2.11% 20
2020
Q2 		$5.65M Sell
98,821
-10,360
-9% -$576K 3.37% 11
2020
Q1 		$5.54M Buy
109,181
+103,152
+1,711% +$7.03M 4.13% 7
2019
Q4 		$460K Hold
6,029
– – 0.31% 35
2019
Q3 		$422K Hold
6,029
– – 0.3% 33
2019
Q2 		$416K Sell
6,029
-876
-13% -$59.4K 0.3% 35
2019
Q1 		$446K Sell
6,905
-985
-12% -$63.9K 0.35% 42
2018
Q4 		$468K Buy
+7,890
New +$512K 0.46% 45

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

Hamilton Wealth's VFH Position: Q2 2026 in Review

Hamilton Wealth reduced its Vanguard Financials ETF (VFH) stake by 5.5% in Q2 2026, selling an estimated $13K and leaving 1,751 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #107.

Hamilton Wealth first reported a position in VFH in Q4 2018 and has held it in 29 quarters since. The position peaked at $19.5M in Q4 2024. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Hamilton Wealth held 1,751 shares of Vanguard Financials ETF worth $230K as of Q2 2026.
  • Hamilton Wealth sold 102 Vanguard Financials ETF shares in Q2 2026, an estimated $13K.
  • Vanguard Financials ETF made up 0.04% of Hamilton Wealth's portfolio in Q2 2026, its #107 holding.
  • Hamilton Wealth first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 29 quarters since.
  • Hamilton Wealth's Vanguard Financials ETF position peaked at $19.5M in Q4 2024.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.