HWM
VFH icon

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

Howard 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 		$864K Sell
6,565
-142
-2% -$18.1K 0.32% 66
2026
Q1 		$810K Buy
6,707
+47
+0.7% +$5.99K 0.34% 64
2025
Q4 		$889K Sell
6,660
-87
-1% -$11.3K 0.39% 60
2025
Q3 		$886K Buy
6,747
+46
+0.7% +$5.96K 0.41% 63
2025
Q2 		$853K Sell
6,701
-29
-0.4% -$3.46K 0.43% 63
2025
Q1 		$804K Buy
6,730
+160
+2% +$19.5K 0.45% 58
2024
Q4 		$776K Buy
6,570
+739
+13% +$87.4K 0.42% 60
2024
Q3 		$641K Sell
5,831
-72
-1% -$7.63K 0.37% 62
2024
Q2 		$590K Buy
5,903
+1,120
+23% +$112K 0.47% 52
2024
Q1 		$490K Sell
4,783
-116
-2% -$11.1K 0.4% 56
2023
Q4 		$452K Sell
4,899
-235
-5% -$19.7K 0.38% 58
2023
Q3 		$412K Sell
5,134
-182
-3% -$15.2K 0.38% 58
2023
Q2 		$432K Sell
5,316
-450
-8% -$35.3K 0.37% 58
2023
Q1 		$449K Buy
5,766
+407
+8% +$34.4K 0.37% 64
2022
Q4 		$443K Buy
5,359
+920
+21% +$76K 0.36% 65
2022
Q3 		$330K Buy
+4,439
New +$361K 0.23% 83
2022
Q2 		– Sell
-4,167
Closed -$389K – 124
2022
Q1 		$389K Buy
4,167
+888
+27% +$85K 0.21% 88
2021
Q4 		$316K Buy
3,279
+954
+41% +$93K 0.17% 103
2021
Q3 		$215K Buy
+2,325
New +$214K 0.12% 119
2020
Q1 		– Sell
-965
Closed -$73K – 484
2019
Q4 		$73K Buy
+965
New +$70.4K 0.06% 164

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

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

Howard Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 2.1% in Q2 2026, selling an estimated $18.1K and leaving 6,565 shares worth $864K. The position accounts for 0.32% of the portfolio, ranked #66.

Howard Wealth Management first reported a position in VFH in Q4 2019 and has held it in 20 quarters since. The position peaked at $889K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Howard Wealth Management held 6,565 shares of Vanguard Financials ETF worth $864K as of Q2 2026.
  • Howard Wealth Management sold 142 Vanguard Financials ETF shares in Q2 2026, an estimated $18.1K.
  • Vanguard Financials ETF made up 0.32% of Howard Wealth Management's portfolio in Q2 2026, its #66 holding.
  • Howard Wealth Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 20 quarters since.
  • Howard Wealth Management's Vanguard Financials ETF position peaked at $889K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.