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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hamilton Wealth's VFH Position: Q1 2026 in Review

Hamilton Wealth reduced its Vanguard Financials ETF (VFH) stake by 98% in Q1 2026, selling an estimated $9.57M and leaving 1,853 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #104.

Hamilton Wealth first reported a position in VFH in Q4 2018 and has held it in 28 quarters since. The position peaked at $19.5M in Q4 2024. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Hamilton Wealth held 1,853 shares of Vanguard Financials ETF worth $224K as of Q1 2026.
  • Hamilton Wealth sold 75,049 Vanguard Financials ETF shares in Q1 2026, an estimated $9.57M.
  • Vanguard Financials ETF made up 0.04% of Hamilton Wealth's portfolio in Q1 2026, its #104 holding.
  • Hamilton Wealth first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 28 quarters since.
  • Hamilton Wealth's Vanguard Financials ETF position peaked at $19.5M in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.