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Leavell Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Leavell Investment 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 		$623K Sell
4,734
-347
-7% -$44.3K 0.02% 396
2026
Q1 		$614K Buy
5,081
+50
+1% +$6.38K 0.03% 383
2025
Q4 		$672K Sell
5,031
-385
-7% -$50K 0.03% 354
2025
Q3 		$711K Buy
5,416
+51
+1% +$6.6K 0.03% 357
2025
Q2 		$683K Sell
5,365
-25
-0.5% -$2.98K 0.03% 352
2025
Q1 		$644K Buy
5,390
+27
+0.5% +$3.29K 0.03% 341
2024
Q4 		$633K Sell
5,363
-297
-5% -$35.1K 0.03% 340
2024
Q3 		$625K Sell
5,660
-19
-0.3% -$2.01K 0.03% 353
2024
Q2 		$570K Buy
5,679
+226
+4% +$22.6K 0.03% 342
2024
Q1 		$558K Sell
5,453
-1,164
-18% -$112K 0.03% 334
2023
Q4 		$610K Sell
6,617
-235
-3% -$19.7K 0.04% 308
2023
Q3 		$554K Buy
6,852
+190
+3% +$15.9K 0.04% 322
2023
Q2 		$544K Sell
6,662
-768
-10% -$60.3K 0.04% 321
2023
Q1 		$579K Sell
7,430
-838
-10% -$70.9K 0.04% 309
2022
Q4 		$684K Sell
8,268
-1,047
-11% -$86.5K 0.05% 285
2022
Q3 		$698K Sell
9,315
-990
-10% -$80.5K 0.06% 270
2022
Q2 		$795K Sell
10,305
-3,345
-25% -$282K 0.06% 255
2022
Q1 		$1.27M Buy
13,650
+2,379
+21% +$228K 0.09% 206
2021
Q4 		$1.09M Buy
11,271
+1,856
+20% +$181K 0.07% 231
2021
Q3 		$877K Buy
9,415
+3,752
+66% +$346K 0.07% 236
2021
Q2 		$479K Hold
5,663
– – 0.04% 287
2021
Q1 		$479K Buy
+5,663
New +$451K 0.04% 287
2018
Q4 		– Sell
-4,385
Closed -$304K – 379
2018
Q3 		$304K Hold
4,385
– – 0.03% 320
2018
Q2 		$297K Buy
4,385
+575
+15% +$40.1K 0.03% 317
2018
Q1 		$265K Buy
3,810
+85
+2% +$6.13K 0.03% 330
2017
Q4 		$261K Buy
+3,725
New +$252K 0.03% 334
2017
Q3 		– Sell
-4,250
Closed -$266K – 373
2017
Q2 		$266K Sell
4,250
-27
-0.6% -$1.63K 0.03% 332
2017
Q1 		$259K Buy
+4,277
New +$261K 0.03% 328

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

Leavell Investment Management's VFH Position: Q2 2026 in Review

Leavell Investment Management reduced its Vanguard Financials ETF (VFH) stake by 6.8% in Q2 2026, selling an estimated $44.3K and leaving 4,734 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #396.

Leavell Investment Management first reported a position in VFH in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.27M in Q1 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Leavell Investment Management held 4,734 shares of Vanguard Financials ETF worth $623K as of Q2 2026.
  • Leavell Investment Management sold 347 Vanguard Financials ETF shares in Q2 2026, an estimated $44.3K.
  • Vanguard Financials ETF made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #396 holding.
  • Leavell Investment Management first reported a position in Vanguard Financials ETF in Q1 2017 and has held it in 28 quarters since.
  • Leavell Investment Management's Vanguard Financials ETF position peaked at $1.27M in Q1 2022.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.