Ipsen Advisor Group’s Vanguard Financials ETF VFH Stock Holding History

Ipsen Advisor 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	$1.26M	Buy	9,595 +61	+0.6%	+$7.78K	0.81%	32
2026 Q1	$1.15M	Buy	9,534 +30	+0.3%	+$3.83K	0.81%	36
2025 Q4	$1.27M	Sell	9,504 -378	-4%	-$49.1K	0.9%	31
2025 Q3	$1.3M	Sell	9,882 -113	-1%	-$14.6K	0.93%	30
2025 Q2	$1.27M	Sell	9,995 -2	-0%	-$238	0.97%	28
2025 Q1	$1.19M	Buy	9,997 +31	+0.3%	+$3.78K	1.03%	22
2024 Q4	$1.18M	Buy	+9,966	New	+$1.18M	1.01%	25
2022 Q4	$807K	Buy	+9,758	New	+$806K	0.93%	24

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

Ipsen Advisor Group's VFH Position: Q2 2026 in Review

Ipsen Advisor Group increased its Vanguard Financials ETF (VFH) stake by 0.64% in Q2 2026, buying an estimated $7.78K and bringing the position to 9,595 shares worth $1.26M. The position accounts for 0.81% of the portfolio, ranked #32.

Ipsen Advisor Group first reported a position in VFH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.3M in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Ipsen Advisor Group held 9,595 shares of Vanguard Financials ETF worth $1.26M as of Q2 2026.
Ipsen Advisor Group bought 61 Vanguard Financials ETF shares in Q2 2026, an estimated $7.78K.
Vanguard Financials ETF made up 0.81% of Ipsen Advisor Group's portfolio in Q2 2026, its #32 holding.
Ipsen Advisor Group first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Vanguard Financials ETF position peaked at $1.3M in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.