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 Q2	–	Sell	-15,409	Closed	-$1.86M	–	1607
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 $1.55T 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

Independent Advisor Alliance's VFH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 15,409 shares — an estimated $1.86M sold.

Independent Advisor Alliance first reported a position in VFH in Q1 2017 and held it in 6 quarters. The position peaked at $4.31M in Q4 2019. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 15,409 Vanguard Financials ETF shares in Q2 2026, an estimated $1.86M.
Independent Advisor Alliance first reported a position in Vanguard Financials ETF in Q1 2017 and held it in 6 quarters.
Independent Advisor Alliance's Vanguard Financials ETF position peaked at $4.31M in Q4 2019.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.