IMA Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$532K Buy
+4,040
New +$515K 0.03% 230
2018
Q3
Sell
-36
Closed -$2K 459
2018
Q2
$2K Buy
+36
New +$2.51K ﹤0.01% 404

Other funds holding VFH

IMA Advisory Services's VFH Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 4,040 shares worth $532K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in VFH as recently as Q2 2018.

IMA Advisory Services first reported a position in VFH in Q2 2018 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • IMA Advisory Services held 4,040 shares of Vanguard Financials ETF worth $532K as of Q2 2026.
  • Vanguard Financials ETF was a new IMA Advisory Services position in Q2 2026.
  • Vanguard Financials ETF made up 0.03% of IMA Advisory Services's portfolio in Q2 2026, its #230 holding.
  • IMA Advisory Services first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.