IIM
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IFC & Insurance Marketing’s Vanguard Financials ETF VFH Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-147
Closed -$20K – 660
2025
Q4 		$20K Buy
+147
New +$19.1K 0.02% 287

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC & Insurance Marketing's VFH Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 147 shares — an estimated $20K sold.

IFC & Insurance Marketing first reported a position in VFH in Q4 2025 and held it in 1 quarter. The position peaked at $20K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 147 Vanguard Financials ETF shares in Q1 2026, an estimated $20K.
  • IFC & Insurance Marketing first reported a position in Vanguard Financials ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Financials ETF position peaked at $20K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.