Integral Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Integral Investment Advisors’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	$373K	Hold	2,835	–	–	0.08%	132
2026 Q1	$342K	Hold	2,835	–	–	0.09%	132
2025 Q4	$378K	Hold	2,835	–	–	0.09%	125
2025 Q3	$372K	Hold	2,835	–	–	0.1%	113
2025 Q2	$361K	Hold	2,835	–	–	0.1%	118
2025 Q1	$339K	Hold	2,835	–	–	0.11%	118
2024 Q4	$335K	Hold	2,835	–	–	0.11%	119
2024 Q3	$312K	Buy	+2,835	New	+$300K	0.1%	127

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

Integral Investment Advisors's VFH Position: Q2 2026 in Review

Integral Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,835 shares worth $373K. The position accounts for 0.08% of the portfolio, ranked #132.

Integral Investment Advisors first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Integral Investment Advisors held 2,835 shares of Vanguard Financials ETF worth $373K as of Q2 2026.
Integral Investment Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.08% of Integral Investment Advisors's portfolio in Q2 2026, its #132 holding.
Integral Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Integral Investment Advisors's Vanguard Financials ETF position peaked at $378K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.