Logan Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Logan Capital 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	$9.98K	Buy	+76	New	+$9.7K	﹤0.01%	349
2025 Q4	–	Sell	-75	Closed	-$9.79K	–	464
2025 Q3	$9.79K	Buy	75 +1	+1%	+$129	﹤0.01%	349
2025 Q2	$9.47K	Hold	74	–	–	﹤0.01%	345
2025 Q1	$8.87K	Hold	74	–	–	﹤0.01%	412
2024 Q4	$8.71K	Buy	74 +1	+1%	+$118	﹤0.01%	399
2024 Q3	$8.02K	Hold	73	–	–	﹤0.01%	408
2024 Q2	$7.24K	Hold	73	–	–	﹤0.01%	405
2024 Q1	$7.45K	Buy	73 +1	+1%	+$96	﹤0.01%	406
2023 Q4	$6.68K	Buy	+72	New	+$6.05K	﹤0.01%	423

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Logan Capital Management's VFH Position: Q2 2026 in Review

Logan Capital Management opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 76 shares worth $9.98K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in VFH as recently as Q3 2025.

Logan Capital Management first reported a position in VFH in Q4 2023 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Logan Capital Management held 76 shares of Vanguard Financials ETF worth $9.98K as of Q2 2026.
Vanguard Financials ETF was a new Logan Capital Management position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #349 holding.
Logan Capital Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.