Kingsview Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Kingsview Wealth Management’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	$299K	Sell	2,274 -119	-5%	-$15.2K	﹤0.01%	1195
2026 Q1	$289K	Sell	2,393 -406	-15%	-$51.8K	﹤0.01%	1105
2025 Q4	$374K	Buy	2,799 +134	+5%	+$17.4K	0.01%	948
2025 Q3	$350K	Sell	2,665 -40,046	-94%	-$5.19M	0.01%	909
2025 Q2	$5.44M	Buy	42,711 +39,993	+1,471%	+$4.77M	0.09%	227
2025 Q1	$325K	Buy	2,718 +945	+53%	+$115K	0.01%	862
2024 Q4	$209K	Buy	+1,773	New	+$210K	﹤0.01%	1045
2022 Q2	–	Sell	-2,397	Closed	-$224K	–	925
2022 Q1	$224K	Sell	2,397 -48	-2%	-$4.6K	0.01%	789
2021 Q4	$236K	Buy	2,445 +128	+6%	+$12.5K	0.01%	816
2021 Q3	$215K	Sell	2,317 -92	-4%	-$8.49K	0.01%	785
2021 Q2	$220K	Buy	+2,409	New	+$218K	0.01%	802
2018 Q2	–	Sell	-67,570	Closed	-$4.69M	–	410
2018 Q1	$4.69M	Buy	67,570 +12,744	+23%	+$919K	1.17%	12
2017 Q4	$3.84M	Buy	54,826 +7,356	+15%	+$499K	1.37%	9
2017 Q3	$3.1M	Buy	+47,470	New	+$2.99M	1.37%	11

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

Kingsview Wealth Management's VFH Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 5% in Q2 2026, selling an estimated $15.2K and leaving 2,274 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Kingsview Wealth Management first reported a position in VFH in Q3 2017 and has held it in 14 quarters since. The position peaked at $5.44M in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Kingsview Wealth Management held 2,274 shares of Vanguard Financials ETF worth $299K as of Q2 2026.
Kingsview Wealth Management sold 119 Vanguard Financials ETF shares in Q2 2026, an estimated $15.2K.
Vanguard Financials ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1195 holding.
Kingsview Wealth Management first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 14 quarters since.
Kingsview Wealth Management's Vanguard Financials ETF position peaked at $5.44M in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.