Independent Advisor Alliance’s Vanguard Financials ETF VFH Stock Holding History

Independent Advisor Alliance’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	$1.86M	Buy	15,409 +13,707	+805%	+$1.75M	0.02%	582
2025 Q4	$227K	Hold	1,702	–	–	0.01%	893
2025 Q3	$223K	Buy	+1,702	New	+$220K	0.01%	856
2025 Q1	–	Sell	-17,438	Closed	-$2.06M	–	1340
2024 Q4	$2.06M	Buy	+17,438	New	+$2.06M	0.03%	503
2020 Q1	–	Sell	-56,444	Closed	-$4.31M	–	840
2019 Q4	$4.31M	Buy	+56,444	New	+$4.12M	0.19%	125
2017 Q2	–	Sell	-4,865	Closed	-$290K	–	400
2017 Q1	$290K	Buy	+4,865	New	+$296K	0.05%	310

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

Independent Advisor Alliance's VFH Position: Q1 2026 in Review

Independent Advisor Alliance increased its Vanguard Financials ETF (VFH) stake by 805% in Q1 2026, buying an estimated $1.75M and bringing the position to 15,409 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #582.

Independent Advisor Alliance first reported a position in VFH in Q1 2017 and has held it in 6 quarters since. The position peaked at $4.31M in Q4 2019. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Independent Advisor Alliance held 15,409 shares of Vanguard Financials ETF worth $1.86M as of Q1 2026.
Independent Advisor Alliance bought 13,707 Vanguard Financials ETF shares in Q1 2026, an estimated $1.75M.
Vanguard Financials ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #582 holding.
Independent Advisor Alliance first reported a position in Vanguard Financials ETF in Q1 2017 and has held it in 6 quarters since.
Independent Advisor Alliance's Vanguard Financials ETF position peaked at $4.31M in Q4 2019.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.