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

Kingswood 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	$725K	Buy	5,512 +805	+17%	+$103K	0.03%	500
2026 Q1	$569K	Hold	4,707	–	–	0.03%	515
2025 Q4	$628K	Buy	4,707 +101	+2%	+$13.1K	0.03%	465
2025 Q3	$604K	Buy	4,606 +175	+4%	+$22.7K	0.04%	436
2025 Q2	$564K	Sell	4,431 -24	-0.5%	-$2.86K	0.04%	379
2025 Q1	$532K	Sell	4,455 -3,558	-44%	-$433K	0.05%	374
2024 Q4	$946K	Buy	8,013 +4,263	+114%	+$504K	0.07%	285
2024 Q3	$411K	Sell	3,750 -505	-12%	-$53.5K	0.03%	511
2024 Q2	$425K	Buy	4,255 +263	+7%	+$26.3K	0.04%	426
2024 Q1	$409K	Sell	3,992 -1,031	-21%	-$98.9K	0.05%	394
2023 Q4	$463K	Buy	5,023 +1,273	+34%	+$107K	0.05%	364
2023 Q3	$300K	Hold	3,750	–	–	0.05%	326
2023 Q2	$305K	Buy	+3,750	New	+$294K	0.1%	197

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

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

Kingswood Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 17% in Q2 2026, buying an estimated $103K and bringing the position to 5,512 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #500.

Kingswood Wealth Advisors first reported a position in VFH in Q2 2023 and has held it in 13 quarters since. The position peaked at $946K in Q4 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Kingswood Wealth Advisors held 5,512 shares of Vanguard Financials ETF worth $725K as of Q2 2026.
Kingswood Wealth Advisors bought 805 Vanguard Financials ETF shares in Q2 2026, an estimated $103K.
Vanguard Financials ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #500 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's Vanguard Financials ETF position peaked at $946K in Q4 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.