LAM
VFH icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LOM Asset Management's VFH Position: Q1 2026 in Review

LOM Asset Management held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 882 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #177.

LOM Asset Management first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $118K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • LOM Asset Management held 882 shares of Vanguard Financials ETF worth $107K as of Q1 2026.
  • LOM Asset Management left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up 0.03% of LOM Asset Management's portfolio in Q1 2026, its #177 holding.
  • LOM Asset Management first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • LOM Asset Management's Vanguard Financials ETF position peaked at $118K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.