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 Q2	$566K	Hold	4,300	–	–	0.04%	146
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IBEX Wealth Advisors's VFH Position: Q2 2026 in Review

IBEX Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 4,300 shares worth $566K. The position accounts for 0.04% of the portfolio, ranked #146.

IBEX Wealth Advisors first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

IBEX Wealth Advisors held 4,300 shares of Vanguard Financials ETF worth $566K as of Q2 2026.
IBEX Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #146 holding.
IBEX Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.