IBEX Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

IBEX Wealth Advisors’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	$519K	Buy	+4,300	New	+$548K	0.05%	150
2025 Q4	–	Sell	-4,300	Closed	-$564K	–	198
2025 Q3	$564K	Hold	4,300	–	–	0.05%	148
2025 Q2	$547K	Buy	+4,300	New	+$513K	0.06%	144

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

IBEX Wealth Advisors's VFH Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Vanguard Financials ETF (VFH) in Q1 2026: 4,300 shares worth $519K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in VFH as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in VFH in Q2 2025 and has held it in 3 quarters since. The position peaked at $564K in Q3 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

IBEX Wealth Advisors held 4,300 shares of Vanguard Financials ETF worth $519K as of Q1 2026.
Vanguard Financials ETF was a new IBEX Wealth Advisors position in Q1 2026.
Vanguard Financials ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #150 holding.
IBEX Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 3 quarters since.
IBEX Wealth Advisors's Vanguard Financials ETF position peaked at $564K in Q3 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.