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John A. Wolfe & Associates’s Vanguard Financials ETF VFH Stock Holding History

John A. Wolfe & Associates’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 		$233K Buy
1,769
+12
+0.7% +$1.53K 0.32% 27
2026
Q1 		$212K Buy
+1,757
New +$224K 0.33% 27

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

John A. Wolfe & Associates's VFH Position: Q2 2026 in Review

John A. Wolfe & Associates increased its Vanguard Financials ETF (VFH) stake by 0.68% in Q2 2026, buying an estimated $1.53K and bringing the position to 1,769 shares worth $233K. The position accounts for 0.32% of the portfolio, ranked #27.

John A. Wolfe & Associates first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • John A. Wolfe & Associates held 1,769 shares of Vanguard Financials ETF worth $233K as of Q2 2026.
  • John A. Wolfe & Associates bought 12 Vanguard Financials ETF shares in Q2 2026, an estimated $1.53K.
  • Vanguard Financials ETF made up 0.32% of John A. Wolfe & Associates's portfolio in Q2 2026, its #27 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.