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LMG Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

LMG Wealth Partners’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 		$5.74M Buy
43,632
+2,783
+7% +$355K 0.92% 36
2026
Q1 		$4.94M Buy
40,849
+1,437
+4% +$183K 0.9% 38
2025
Q4 		$5.26M Sell
39,412
-1,215
-3% -$158K 0.98% 34
2025
Q3 		$5.33M Buy
40,627
+134
+0.3% +$17.4K 0.99% 34
2025
Q2 		$5.15M Sell
40,493
-373
-0.9% -$44.5K 1.06% 32
2025
Q1 		$4.88M Buy
40,866
+554
+1% +$67.5K 1.09% 33
2024
Q4 		$4.76M Buy
40,312
+775
+2% +$91.6K 1.04% 34
2024
Q3 		$4.35M Buy
39,537
+12,680
+47% +$1.34M 1% 37
2024
Q2 		$2.68M Buy
26,857
+555
+2% +$55.4K 0.67% 46
2024
Q1 		$2.69M Buy
26,302
+3,122
+13% +$300K 0.68% 47
2023
Q4 		$2.14M Buy
23,180
+2,702
+13% +$227K 0.59% 49
2023
Q3 		$1.64M Buy
20,478
+9,653
+89% +$807K 0.5% 55
2023
Q2 		$879K Buy
10,825
+3,999
+59% +$314K 0.27% 64
2023
Q1 		$532K Buy
+6,826
New +$577K 0.17% 74

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

LMG Wealth Partners's VFH Position: Q2 2026 in Review

LMG Wealth Partners increased its Vanguard Financials ETF (VFH) stake by 6.8% in Q2 2026, buying an estimated $355K and bringing the position to 43,632 shares worth $5.74M. The position accounts for 0.92% of the portfolio, ranked #36.

LMG Wealth Partners first reported a position in VFH in Q1 2023 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • LMG Wealth Partners held 43,632 shares of Vanguard Financials ETF worth $5.74M as of Q2 2026.
  • LMG Wealth Partners bought 2,783 Vanguard Financials ETF shares in Q2 2026, an estimated $355K.
  • Vanguard Financials ETF made up 0.92% of LMG Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • LMG Wealth Partners first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 14 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.