Lido Advisors
VFH icon

Lido Advisors’s Vanguard Financials ETF VFH Stock Holding History

Lido 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 		$45.3M Buy
344,493
+10,970
+3% +$1.4M 0.12% 109
2026
Q1 		$40.3M Buy
333,523
+12,658
+4% +$1.61M 0.12% 110
2025
Q4 		$42.4M Buy
320,865
+26,367
+9% +$3.42M 0.13% 105
2025
Q3 		$38.7M Buy
294,498
+120,224
+69% +$15.6M 0.12% 112
2025
Q2 		$22.2M Buy
174,274
+750
+0.4% +$89.4K 0.09% 139
2025
Q1 		$20.7M Buy
173,524
+21,897
+14% +$2.67M 0.09% 134
2024
Q4 		$17.9M Buy
151,627
+6,715
+5% +$794K 0.08% 151
2024
Q3 		$15.9M Buy
144,912
+16,450
+13% +$1.74M 0.08% 138
2024
Q2 		$12.9M Buy
128,462
+13,388
+12% +$1.34M 0.07% 144
2024
Q1 		$11.8M Buy
115,074
+14,779
+15% +$1.42M 0.07% 149
2023
Q4 		$9.25M Buy
100,295
+92,683
+1,218% +$7.79M 0.06% 172
2023
Q3 		$611K Buy
7,612
+621
+9% +$51.9K ﹤0.01% 691
2023
Q2 		$568K Sell
6,991
-67
-0.9% -$5.26K ﹤0.01% 691
2023
Q1 		$550K Buy
7,058
+1,776
+34% +$150K 0.01% 638
2022
Q4 		$437K Buy
5,282
+344
+7% +$28.4K 0.01% 640
2022
Q3 		$367K Sell
4,938
-187
-4% -$15.2K ﹤0.01% 656
2022
Q2 		$395K Sell
5,125
-1,441
-22% -$122K 0.01% 618
2022
Q1 		$613K Buy
6,566
+1,272
+24% +$122K 0.01% 539
2021
Q4 		$511K Buy
5,294
+286
+6% +$27.9K 0.01% 609
2021
Q3 		$463K Sell
5,008
-545
-10% -$50.3K 0.01% 620
2021
Q2 		$502K Sell
5,553
-894
-14% -$80.8K 0.01% 547
2021
Q1 		$545K Sell
6,447
-258
-4% -$20.6K 0.01% 482
2020
Q4 		$488K Sell
6,705
-1,415
-17% -$93.4K 0.01% 481
2020
Q3 		$475K Buy
8,120
+14
+0.2% +$832 0.01% 391
2020
Q2 		$464K Sell
8,106
-258
-3% -$14.3K 0.01% 363
2020
Q1 		$424K Buy
8,364
+560
+7% +$38.1K 0.02% 353
2019
Q4 		$595K Buy
7,804
+4,956
+174% +$362K 0.02% 346
2019
Q3 		$201K Buy
+2,848
New +$197K 0.01% 547

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

Lido Advisors's VFH Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Financials ETF (VFH) stake by 3.3% in Q2 2026, buying an estimated $1.4M and bringing the position to 344,493 shares worth $45.3M. The position accounts for 0.12% of the portfolio, ranked #109.

Lido Advisors first reported a position in VFH in Q3 2019 and has held it in 28 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Lido Advisors held 344,493 shares of Vanguard Financials ETF worth $45.3M as of Q2 2026.
  • Lido Advisors bought 10,970 Vanguard Financials ETF shares in Q2 2026, an estimated $1.4M.
  • Vanguard Financials ETF made up 0.12% of Lido Advisors's portfolio in Q2 2026, its #109 holding.
  • Lido Advisors first reported a position in Vanguard Financials ETF in Q3 2019 and has held it in 28 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.