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Leo Wealth LLC’s Vanguard Financials ETF VFH Stock Holding History

Leo Wealth LLC’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 		$606K Buy
5,017
+4
+0.1% +$510 0.04% 242
2025
Q4 		$669K Buy
5,013
+3,407
+212% +$443K 0.05% 223
2025
Q3 		$211K Sell
1,606
-259
-14% -$33.5K 0.03% 269
2025
Q2 		$237K Buy
+1,865
New +$222K 0.02% 348

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Wealth LLC's VFH Position: Q1 2026 in Review

Leo Wealth LLC increased its Vanguard Financials ETF (VFH) stake by 0.08% in Q1 2026, buying an estimated $510 and bringing the position to 5,017 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #242.

Leo Wealth LLC first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $669K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Leo Wealth LLC held 5,017 shares of Vanguard Financials ETF worth $606K as of Q1 2026.
  • Leo Wealth LLC bought 4 Vanguard Financials ETF shares in Q1 2026, an estimated $510.
  • Vanguard Financials ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #242 holding.
  • Leo Wealth LLC first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Leo Wealth LLC's Vanguard Financials ETF position peaked at $669K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.