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

Lodestone 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 		$18.4K Sell
140
-24
-15% -$3.06K 0.01% 427
2026
Q1 		$19.8K Hold
164
– – 0.01% 417
2025
Q4 		$21.9K Buy
+164
New +$21.3K 0.01% 397

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

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

Lodestone Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 15% in Q2 2026, selling an estimated $3.06K and leaving 140 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #427.

Lodestone Wealth Management first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Lodestone Wealth Management held 140 shares of Vanguard Financials ETF worth $18.4K as of Q2 2026.
  • Lodestone Wealth Management sold 24 Vanguard Financials ETF shares in Q2 2026, an estimated $3.06K.
  • Vanguard Financials ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Vanguard Financials ETF position peaked at $21.9K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.