Independent Wealth Network’s Vanguard Financials ETF VFH Stock Holding History

Independent Wealth Network’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	$221K	Buy	+1,682	New	+$215K	0.06%	292

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 Wealth Network's VFH Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,682 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #292 among its holdings.

758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Independent Wealth Network held 1,682 shares of Vanguard Financials ETF worth $221K as of Q2 2026.
Vanguard Financials ETF was a new Independent Wealth Network position in Q2 2026.
Vanguard Financials ETF made up 0.06% of Independent Wealth Network's portfolio in Q2 2026, its #292 holding.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.