IFG
VFH icon

Independent Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Independent Financial Group’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 		$1.52M Buy
11,581
+381
+3% +$48.6K 0.03% 537
2026
Q1 		$1.35M Sell
11,200
-2,173
-16% -$277K 0.03% 525
2025
Q4 		$1.79M Buy
13,373
+296
+2% +$38.4K 0.04% 422
2025
Q3 		$1.72M Buy
13,077
+841
+7% +$109K 0.04% 432
2025
Q2 		$1.56M Buy
12,236
+611
+5% +$72.9K 0.04% 410
2025
Q1 		$1.39M Buy
11,625
+1,953
+20% +$238K 0.05% 389
2024
Q4 		$1.14M Buy
9,672
+218
+2% +$25.8K 0.04% 445
2024
Q3 		$1.04M Buy
9,454
+2,066
+28% +$219K 0.04% 438
2024
Q2 		$738K Buy
7,388
+26
+0.4% +$2.6K 0.03% 481
2024
Q1 		$754K Buy
7,362
+106
+1% +$10.2K 0.03% 460
2023
Q4 		$669K Buy
7,256
+1,066
+17% +$89.6K 0.04% 473
2023
Q3 		$497K Buy
6,190
+1,804
+41% +$151K 0.03% 494
2023
Q2 		$356K Buy
4,386
+109
+3% +$8.55K 0.02% 580
2023
Q1 		$333K Buy
4,277
+2
+0% +$169 0.03% 568
2022
Q4 		$354K Buy
4,275
+158
+4% +$13.1K 0.03% 518
2022
Q3 		$307K Buy
4,117
+472
+13% +$38.4K 0.03% 533
2022
Q2 		$281K Sell
3,645
-507
-12% -$42.8K 0.03% 523
2022
Q1 		$388K Sell
4,152
-424
-9% -$40.6K 0.03% 512
2021
Q4 		$442K Buy
4,576
+2,099
+85% +$205K 0.04% 452
2021
Q3 		$229K Buy
+2,477
New +$228K 0.02% 626

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

Independent Financial Group's VFH Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard Financials ETF (VFH) stake by 3.4% in Q2 2026, buying an estimated $48.6K and bringing the position to 11,581 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #537.

Independent Financial Group first reported a position in VFH in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Independent Financial Group held 11,581 shares of Vanguard Financials ETF worth $1.52M as of Q2 2026.
  • Independent Financial Group bought 381 Vanguard Financials ETF shares in Q2 2026, an estimated $48.6K.
  • Vanguard Financials ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #537 holding.
  • Independent Financial Group first reported a position in Vanguard Financials ETF in Q3 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Vanguard Financials ETF position peaked at $1.79M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.