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

JFS 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	$228K	Hold	1,734	–	–	0.01%	321
2026 Q1	$209K	Buy	1,734 +76	+5%	+$9.69K	0.01%	321
2025 Q4	$221K	Hold	1,658	–	–	0.01%	308
2025 Q3	$218K	Hold	1,658	–	–	0.01%	316
2025 Q2	$211K	Sell	1,658 -167	-9%	-$19.9K	0.01%	297
2025 Q1	$218K	Buy	1,825 +334	+22%	+$40.7K	0.01%	294
2024 Q4	$176K	Hold	1,491	–	–	0.01%	302
2024 Q3	$164K	Sell	1,491 -125	-8%	-$13.2K	0.01%	313
2024 Q2	$161K	Buy	1,616 +125	+8%	+$12.5K	0.01%	260
2024 Q1	$153K	Hold	1,491	–	–	0.01%	265
2023 Q4	$138K	Hold	1,491	–	–	0.01%	266
2023 Q3	$120K	Hold	1,491	–	–	0.01%	264
2023 Q2	$121K	Hold	1,491	–	–	0.01%	256
2023 Q1	$116K	Hold	1,491	–	–	0.01%	259
2022 Q4	$123K	Hold	1,491	–	–	0.01%	250
2022 Q3	$111K	Hold	1,491	–	–	0.01%	273
2022 Q2	$115K	Hold	1,491	–	–	0.01%	266
2022 Q1	$139K	Sell	1,491 -203	-12%	-$19.4K	0.01%	262
2021 Q4	$164K	Hold	1,694	–	–	0.02%	247
2021 Q3	$157K	Buy	1,694 +1,491	+734%	+$138K	0.02%	248
2021 Q2	$18K	Buy	+203	New	+$18.3K	﹤0.01%	383
2019 Q2	–	Sell	-43	Closed	-$3K	–	486
2019 Q1	$3K	Hold	43	–	–	﹤0.01%	429
2018 Q4	$3K	Buy	+43	New	+$2.79K	﹤0.01%	415
2018 Q2	–	Sell	-64	Closed	-$4K	–	545
2018 Q1	$4K	Buy	64 +54	+540%	+$3.89K	﹤0.01%	439
2017 Q4	$1K	Buy	+10	New	+$678	﹤0.01%	512

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

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

JFS Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,734 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #321.

JFS Wealth Advisors first reported a position in VFH in Q4 2017 and has held it in 25 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

JFS Wealth Advisors held 1,734 shares of Vanguard Financials ETF worth $228K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #321 holding.
JFS Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 25 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.