IVC Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

IVC Wealth 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	$283K	Buy	2,150 +400	+23%	+$51K	0.11%	142
2026 Q1	$211K	Hold	1,750	–	–	0.09%	166
2025 Q4	$234K	Sell	1,750 -35	-2%	-$4.55K	0.1%	158
2025 Q3	$234K	Hold	1,785	–	–	0.1%	160
2025 Q2	$227K	Buy	+1,785	New	+$213K	0.11%	158

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

IVC Wealth Advisors's VFH Position: Q2 2026 in Review

IVC Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 23% in Q2 2026, buying an estimated $51K and bringing the position to 2,150 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #142.

IVC Wealth Advisors first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

IVC Wealth Advisors held 2,150 shares of Vanguard Financials ETF worth $283K as of Q2 2026.
IVC Wealth Advisors bought 400 Vanguard Financials ETF shares in Q2 2026, an estimated $51K.
Vanguard Financials ETF made up 0.11% of IVC Wealth Advisors's portfolio in Q2 2026, its #142 holding.
IVC Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.