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Kestra Private Wealth Services’s Vanguard Financials ETF VFH Stock Holding History

Kestra Private Wealth Services’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 		$837K Sell
6,357
-22,900
-78% -$2.92M 0.01% 1000
2026
Q1 		$3.53M Buy
29,257
+1,909
+7% +$243K 0.04% 405
2025
Q4 		$3.65M Buy
27,348
+2,791
+11% +$363K 0.05% 376
2025
Q3 		$3.22M Buy
24,557
+4,890
+25% +$633K 0.04% 404
2025
Q2 		$2.5M Buy
19,667
+12,487
+174% +$1.49M 0.04% 438
2025
Q1 		$858K Sell
7,180
-291
-4% -$35.5K 0.01% 735
2024
Q4 		$882K Buy
7,471
+149
+2% +$17.6K 0.02% 691
2024
Q3 		$805K Sell
7,322
-60
-0.8% -$6.36K 0.01% 684
2024
Q2 		$737K Buy
7,382
+1,319
+22% +$132K 0.01% 685
2024
Q1 		$621K Sell
6,063
-389
-6% -$37.3K 0.01% 714
2023
Q4 		$595K Sell
6,452
-6,129
-49% -$515K 0.02% 674
2023
Q3 		$1.01M Buy
12,581
+131
+1% +$11K 0.03% 464
2023
Q2 		$1.01M Buy
12,450
+4,101
+49% +$322K 0.03% 433
2023
Q1 		$650K Buy
8,349
+390
+5% +$33K 0.03% 523
2022
Q4 		$658K Buy
+7,959
New +$658K 0.03% 455
2020
Q4 		– Sell
-3,731
Closed -$218K – 780
2020
Q3 		$218K Buy
+3,731
New +$222K 0.02% 578

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

Kestra Private Wealth Services's VFH Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Financials ETF (VFH) stake by 78% in Q2 2026, selling an estimated $2.92M and leaving 6,357 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #1000.

Kestra Private Wealth Services first reported a position in VFH in Q3 2020 and has held it in 16 quarters since. The position peaked at $3.65M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Kestra Private Wealth Services held 6,357 shares of Vanguard Financials ETF worth $837K as of Q2 2026.
  • Kestra Private Wealth Services sold 22,900 Vanguard Financials ETF shares in Q2 2026, an estimated $2.92M.
  • Vanguard Financials ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1000 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Vanguard Financials ETF position peaked at $3.65M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.