LWM
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Liberty Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Liberty 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 		$633K Hold
5,247
– – 0.08% 131
2026
Q1 		$633K Sell
5,247
-313
-6% -$39.9K 0.08% 131
2025
Q4 		$742K Sell
5,560
-91
-2% -$11.8K 0.1% 108
2025
Q3 		$742K Sell
5,651
-357
-6% -$46.2K 0.1% 102
2025
Q2 		$765K Sell
6,008
-7,076
-54% -$844K 0.12% 96
2025
Q1 		$1.56M Sell
13,084
-80
-0.6% -$9.75K 0.3% 53
2024
Q4 		$1.55M Buy
13,164
+334
+3% +$39.5K 0.26% 62
2024
Q3 		$1.41M Buy
12,830
+43
+0.3% +$4.56K 0.24% 64
2024
Q2 		$1.27M Buy
12,787
+167
+1% +$16.7K 0.23% 64
2024
Q1 		$1.29M Buy
12,620
+12,584
+34,956% +$1.21M 0.25% 61
2023
Q4 		$1.09M Sell
36
-10,418
-100% -$875K 0.23% 60
2023
Q3 		$840K Buy
10,454
+130
+1% +$10.9K 0.21% 63
2023
Q2 		$838K Buy
10,324
+274
+3% +$21.5K 0.21% 61
2023
Q1 		$783K Buy
+10,050
New +$850K 0.16% 84
2022
Q3 		$740K Sell
9,947
-274
-3% -$22.3K 0.2% 61
2022
Q2 		$789K Buy
10,221
+138
+1% +$11.7K 0.32% 54
2022
Q1 		$941K Buy
+10,083
New +$966K 0.34% 50
2021
Q4 		– Sell
-11,809
Closed -$1.15M – 68
2021
Q3 		$1.11M Buy
11,809
+2,226
+23% +$205K 0.4% 42
2021
Q2 		$866K Sell
9,583
-382
-4% -$34.5K 0.34% 43
2021
Q1 		$725K Hold
9,965
– – 0.35% 45
2020
Q4 		$725K Sell
9,965
-55
-0.5% -$3.63K 0.35% 45
2020
Q3 		$586K Buy
10,020
+446
+5% +$26.5K 0.35% 46
2020
Q2 		$548K Sell
9,574
-83
-0.9% -$4.61K 0.39% 46
2020
Q1 		$490K Sell
9,657
-114
-1% -$7.76K 0.43% 45
2019
Q4 		$745K Sell
9,771
-1,169
-11% -$85.3K 0.59% 28
2019
Q3 		$766K Sell
10,940
-210
-2% -$14.5K 0.72% 27
2019
Q2 		$769K Sell
11,150
-85
-0.8% -$5.77K 0.67% 28
2019
Q1 		$725K Buy
11,235
+4
+0% +$259 0.55% 22
2018
Q4 		$666K Buy
+11,231
New +$729K 0.5% 24

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

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

Liberty Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 5,247 shares worth $633K. The position accounts for 0.08% of the portfolio, ranked #131.

Liberty Wealth Management first reported a position in VFH in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.56M in Q1 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Liberty Wealth Management held 5,247 shares of Vanguard Financials ETF worth $633K as of Q2 2026.
  • Liberty Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.08% of Liberty Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Liberty Wealth Management first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Vanguard Financials ETF position peaked at $1.56M in Q1 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.