LOM Asset Management’s Vanguard Financials ETF VFH Stock Holding History

LOM Asset 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	$116K	Hold	882	–	–	0.03%	184
2026 Q1	$107K	Hold	882	–	–	0.03%	177
2025 Q4	$118K	Hold	882	–	–	0.03%	174
2025 Q3	$116K	Hold	882	–	–	0.04%	159
2025 Q2	$112K	Buy	+882	New	+$105K	0.04%	159

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

LOM Asset Management's VFH Position: Q2 2026 in Review

LOM Asset Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 882 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #184.

LOM Asset Management first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $118K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

LOM Asset Management held 882 shares of Vanguard Financials ETF worth $116K as of Q2 2026.
LOM Asset Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.03% of LOM Asset Management's portfolio in Q2 2026, its #184 holding.
LOM Asset Management first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's Vanguard Financials ETF position peaked at $118K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.