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Kapstone Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Kapstone Financial 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 		$225K Hold
1,712
– – 0.09% 151
2026
Q1 		$207K Buy
+1,712
New +$218K 0.1% 136

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

Kapstone Financial Advisors's VFH Position: Q2 2026 in Review

Kapstone Financial Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,712 shares worth $225K. The position accounts for 0.09% of the portfolio, ranked #151.

Kapstone Financial Advisors first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Kapstone Financial Advisors held 1,712 shares of Vanguard Financials ETF worth $225K as of Q2 2026.
  • Kapstone Financial Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Kapstone Financial Advisors first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.