Investor's Fiduciary Advisor Network’s Vanguard Financials ETF VFH Stock Holding History

Investor's Fiduciary Advisor 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	$1.88M	Sell	14,257 -1,625	-10%	-$207K	0.64%	48
2026 Q1	$1.92M	Sell	15,882 -338	-2%	-$43.1K	0.59%	42
2025 Q4	$2.17M	Sell	16,220 -249	-2%	-$32.3K	0.46%	50
2025 Q3	$2.16M	Buy	16,469 +55	+0.3%	+$7.12K	0.73%	31
2025 Q2	$2.09M	Sell	16,414 -197	-1%	-$23.5K	0.78%	27
2025 Q1	$1.98M	Sell	16,611 -814	-5%	-$99.2K	0.94%	29
2024 Q4	$2.06M	Buy	+17,425	New	+$2.06M	0.79%	33

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

Investor's Fiduciary Advisor Network's VFH Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Vanguard Financials ETF (VFH) stake by 10% in Q2 2026, selling an estimated $207K and leaving 14,257 shares worth $1.88M. The position accounts for 0.64% of the portfolio, ranked #48.

Investor's Fiduciary Advisor Network first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Investor's Fiduciary Advisor Network held 14,257 shares of Vanguard Financials ETF worth $1.88M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 1,625 Vanguard Financials ETF shares in Q2 2026, an estimated $207K.
Vanguard Financials ETF made up 0.64% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #48 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Financials ETF position peaked at $2.17M in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.