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Laurel Wealth Advisors (North Carolina)’s Vanguard Financials ETF VFH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-2,043
Closed -$273K – 632
2025
Q4 		$273K Buy
+2,043
New +$265K 0.04% 170
2025
Q3 		– Sell
-2,130
Closed -$271K – 186
2025
Q2 		$271K Buy
2,130
+1,200
+129% +$143K 0.04% 169
2025
Q1 		$111K Hold
930
– – 0.02% 230
2024
Q4 		$110K Hold
930
– – 0.02% 222
2024
Q3 		$102K Hold
930
– – 0.02% 232
2024
Q2 		$92.9K Sell
930
-85
-8% -$8.49K 0.02% 232
2024
Q1 		$104K Hold
1,015
– – 0.02% 234
2023
Q4 		$93.6K Hold
1,015
– – 0.02% 234
2023
Q3 		$81.5K Hold
1,015
– – 0.02% 238
2023
Q2 		$82.5K Hold
1,015
– – 0.02% 245
2023
Q1 		$79.1K Hold
1,015
– – 0.02% 246
2022
Q4 		$84K Hold
1,015
– – 0.02% 219
2022
Q3 		$76K Buy
1,015
+18
+2% +$1.46K 0.02% 221
2022
Q2 		$77K Hold
997
– – 0.02% 225
2022
Q1 		$93K Buy
997
+100
+11% +$9.58K 0.02% 223
2021
Q4 		$87K Hold
897
– – 0.02% 228
2021
Q3 		$83K Buy
897
+300
+50% +$27.7K 0.02% 225
2021
Q2 		$54K Hold
597
– – 0.01% 272
2021
Q1 		$50K Buy
597
+425
+247% +$33.9K 0.01% 270
2020
Q4 		$13K Hold
172
– – ﹤0.01% 393
2020
Q3 		$10K Hold
172
– – ﹤0.01% 389
2020
Q2 		$10K Hold
172
– – ﹤0.01% 383
2020
Q1 		$9K Sell
172
-64
-27% -$4.36K ﹤0.01% 376
2019
Q4 		$18K Hold
236
– – 0.01% 333
2019
Q3 		$17K Hold
236
– – 0.01% 330
2019
Q2 		$16K Buy
236
+172
+269% +$11.7K 0.01% 338
2019
Q1 		$4K Hold
64
– – ﹤0.01% 430
2018
Q4 		$4K Buy
+64
New +$4.15K ﹤0.01% 431

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VFH Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 2,043 shares — an estimated $273K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VFH in Q4 2018 and held it in 28 quarters. The position peaked at $273K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,043 Vanguard Financials ETF shares in Q1 2026, an estimated $273K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Financials ETF in Q4 2018 and held it in 28 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Financials ETF position peaked at $273K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.