Institute for Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Institute for Wealth Management’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	$1.89M	Buy	15,670 +3,301	+27%	+$421K	0.2%	115
2025 Q4	$1.65M	Buy	12,369 +545	+5%	+$70.8K	0.17%	124
2025 Q3	$1.55M	Buy	11,824 +407	+4%	+$52.7K	0.16%	132
2025 Q2	$1.45M	Sell	11,417 -51	-0.4%	-$6.08K	0.16%	129
2025 Q1	$1.37M	Sell	11,468 -520	-4%	-$63.4K	0.18%	128
2024 Q4	$1.42M	Sell	11,988 -386	-3%	-$45.6K	0.18%	116
2024 Q3	$1.36M	Sell	12,374 -28	-0.2%	-$2.97K	0.17%	132
2024 Q2	$1.24M	Buy	12,402 +460	+4%	+$45.9K	0.17%	132
2024 Q1	$1.22M	Buy	11,942 +630	+6%	+$60.4K	0.16%	139
2023 Q4	$1.04M	Buy	11,312 +22	+0.2%	+$1.85K	0.17%	146
2023 Q3	$907K	Buy	+11,290	New	+$944K	0.16%	157
2023 Q2	–	Sell	-10,493	Closed	-$817K	–	471
2023 Q1	$817K	Buy	10,493 +7,399	+239%	+$626K	0.16%	167
2022 Q4	$256K	Buy	3,094 +4	+0.1%	+$331	0.05%	381
2022 Q3	$230K	Sell	3,090 -2,945	-49%	-$240K	0.05%	392
2022 Q2	$466K	Sell	6,035 -7,568	-56%	-$639K	0.09%	284
2022 Q1	$1.27M	Buy	13,603 +476	+4%	+$45.6K	0.21%	121
2021 Q4	$1.27M	Sell	13,127 -630	-5%	-$61.4K	0.21%	127
2021 Q3	$1.27M	Buy	13,757 +1,484	+12%	+$137K	0.22%	116
2021 Q2	$1.11M	Buy	12,273 +815	+7%	+$73.7K	0.19%	135
2021 Q1	$968K	Buy	+11,458	New	+$913K	0.18%	148
2020 Q4	–	Sell	-9,479	Closed	-$555K	–	455
2020 Q3	$555K	Sell	9,479 -1,578	-14%	-$93.8K	0.13%	205
2020 Q2	$632K	Buy	11,057 +2,527	+30%	+$140K	0.15%	182
2020 Q1	$433K	Sell	8,530 -4,491	-34%	-$306K	0.13%	208
2019 Q4	$993K	Sell	13,021 -290	-2%	-$21.2K	0.22%	122
2019 Q3	$932K	Sell	13,311 -6,120	-31%	-$423K	0.23%	124
2019 Q2	$1.34M	Buy	19,431 +3,485	+22%	+$236K	0.3%	85
2019 Q1	$1.03M	Buy	15,946 +10,152	+175%	+$658K	0.22%	126
2018 Q4	$344K	Sell	5,794 -13,010	-69%	-$844K	0.14%	184
2018 Q3	$1.32M	Sell	18,804 -4,956	-21%	-$350K	0.44%	75
2018 Q2	$1.61M	Buy	23,760 +1,234	+5%	+$86.2K	0.51%	61
2018 Q1	$1.56M	Sell	22,526 -13,750	-38%	-$992K	0.46%	67
2017 Q4	$2.6M	Buy	36,276 +22,525	+164%	+$1.53M	0.6%	39
2017 Q3	$899K	Sell	13,751 -5,100	-27%	-$322K	0.29%	115
2017 Q2	$1.18M	Buy	+18,851	New	+$1.14M	0.32%	90
2015 Q4	$253K	Buy	+5,216	New	+$255K	0.38%	32
2015 Q2	–	Sell	-4,820	Closed	-$238K	–	34
2015 Q1	$238K	Buy	+4,820	New	+$236K	0.26%	28
2014 Q4	–	Sell	-3,217	Closed	-$150K	–	60
2014 Q3	$150K	Buy	3,217 +15	+0.5%	+$699	0.14%	34
2014 Q2	$149K	Sell	3,202 -830	-21%	-$37.6K	0.13%	35
2014 Q1	$184K	Sell	4,032 -677	-14%	-$30K	0.16%	39
2013 Q4	$209K	Buy	+4,709	New	+$202K	0.15%	42

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

Institute for Wealth Management's VFH Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Financials ETF (VFH) stake by 27% in Q1 2026, buying an estimated $421K and bringing the position to 15,670 shares worth $1.89M. The position accounts for 0.2% of the portfolio, ranked #115.

Institute for Wealth Management first reported a position in VFH in Q4 2013 and has held it in 40 quarters since. The position peaked at $2.6M in Q4 2017. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Institute for Wealth Management held 15,670 shares of Vanguard Financials ETF worth $1.89M as of Q1 2026.
Institute for Wealth Management bought 3,301 Vanguard Financials ETF shares in Q1 2026, an estimated $421K.
Vanguard Financials ETF made up 0.2% of Institute for Wealth Management's portfolio in Q1 2026, its #115 holding.
Institute for Wealth Management first reported a position in Vanguard Financials ETF in Q4 2013 and has held it in 40 quarters since.
Institute for Wealth Management's Vanguard Financials ETF position peaked at $2.6M in Q4 2017.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.