HWM
VFH icon

HB Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

HB Wealth 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 		$1.46M Sell
11,094
-67
-0.6% -$8.55K 0.01% 584
2026
Q1 		$1.35M Buy
11,161
+4
+0% +$510 0.01% 559
2025
Q4 		$1.49M Buy
11,157
+799
+8% +$104K 0.01% 500
2025
Q3 		$1.36M Buy
10,358
+5,869
+131% +$760K 0.01% 526
2025
Q2 		$571K Sell
4,489
-2,456
-35% -$293K ﹤0.01% 692
2025
Q1 		$830K Buy
6,945
+2,290
+49% +$279K 0.01% 594
2024
Q4 		$550K Sell
4,655
-431
-8% -$51K 0.01% 585
2024
Q3 		$559K Buy
5,086
+2,494
+96% +$264K 0.01% 553
2024
Q2 		$259K Hold
2,592
– – ﹤0.01% 765
2024
Q1 		$265K Sell
2,592
-252
-9% -$24.2K ﹤0.01% 701
2023
Q4 		$262K Buy
2,844
+4
+0.1% +$336 ﹤0.01% 658
2023
Q3 		$228K Sell
2,840
-165
-5% -$13.8K ﹤0.01% 663
2023
Q2 		$244K Sell
3,005
-2,395
-44% -$188K ﹤0.01% 607
2023
Q1 		$421K Sell
5,400
-1,574
-23% -$133K 0.01% 453
2022
Q4 		$577K Sell
6,974
-646
-8% -$53.4K 0.01% 365
2022
Q3 		$567K Hold
7,620
– – 0.01% 321
2022
Q2 		$588K Buy
7,620
+310
+4% +$26.2K 0.01% 318
2022
Q1 		$683K Buy
7,310
+508
+7% +$48.7K 0.01% 308
2021
Q4 		$657K Buy
+6,802
New +$663K 0.01% 279

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

HB Wealth Management's VFH Position: Q2 2026 in Review

HB Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 0.6% in Q2 2026, selling an estimated $8.55K and leaving 11,094 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #584.

HB Wealth Management first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • HB Wealth Management held 11,094 shares of Vanguard Financials ETF worth $1.46M as of Q2 2026.
  • HB Wealth Management sold 67 Vanguard Financials ETF shares in Q2 2026, an estimated $8.55K.
  • Vanguard Financials ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #584 holding.
  • HB Wealth Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Financials ETF position peaked at $1.49M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.