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VFH icon

IEQ Capital’s Vanguard Financials ETF VFH Stock Holding History

IEQ Capital’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 		$580K Sell
4,408
-49,153
-92% -$6.27M ﹤0.01% 1333
2026
Q1 		$6.47M Buy
53,561
+1
+0% +$128 0.03% 450
2025
Q4 		$7.15M Buy
53,560
+43
+0.1% +$5.58K 0.02% 431
2025
Q3 		$7.02M Buy
53,517
+49,125
+1,119% +$6.36M 0.02% 402
2025
Q2 		$559K Buy
4,392
+1
+0% +$119 ﹤0.01% 1111
2025
Q1 		$525K Buy
+4,391
New +$535K ﹤0.01% 956

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

IEQ Capital's VFH Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Financials ETF (VFH) stake by 92% in Q2 2026, selling an estimated $6.27M and leaving 4,408 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

IEQ Capital first reported a position in VFH in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.15M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • IEQ Capital held 4,408 shares of Vanguard Financials ETF worth $580K as of Q2 2026.
  • IEQ Capital sold 49,153 Vanguard Financials ETF shares in Q2 2026, an estimated $6.27M.
  • Vanguard Financials ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1333 holding.
  • IEQ Capital first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 6 quarters since.
  • IEQ Capital's Vanguard Financials ETF position peaked at $7.15M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.