Long Island Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Long Island 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 Q1	$565K	Sell	4,674 -481	-9%	-$61.3K	0.26%	53
2025 Q4	$688K	Sell	5,155 -120	-2%	-$15.6K	0.33%	50
2025 Q3	$692K	Buy	5,275 +7	+0.1%	+$906	0.34%	51
2025 Q2	$671K	Buy	5,268 +8	+0.2%	+$954	0.35%	51
2025 Q1	$628K	Sell	5,260 -1,092	-17%	-$133K	0.38%	50
2024 Q4	$750K	Sell	6,352 -9,256	-59%	-$1.09M	0.47%	47
2024 Q3	$1.72M	Sell	15,608 -16,546	-51%	-$1.75M	1.13%	25
2024 Q2	$3.21M	Sell	32,154 -387	-1%	-$38.6K	2.27%	14
2024 Q1	$3.33M	Sell	32,541 -228	-0.7%	-$21.9K	2.35%	14
2023 Q4	$3.02M	Buy	+32,769	New	+$2.75M	2.16%	14

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Long Island Wealth Management's VFH Position: Q1 2026 in Review

Long Island Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 9.3% in Q1 2026, selling an estimated $61.3K and leaving 4,674 shares worth $565K. The position accounts for 0.26% of the portfolio, ranked #53.

Long Island Wealth Management first reported a position in VFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.33M in Q1 2024. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Long Island Wealth Management held 4,674 shares of Vanguard Financials ETF worth $565K as of Q1 2026.
Long Island Wealth Management sold 481 Vanguard Financials ETF shares in Q1 2026, an estimated $61.3K.
Vanguard Financials ETF made up 0.26% of Long Island Wealth Management's portfolio in Q1 2026, its #53 holding.
Long Island Wealth Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Vanguard Financials ETF position peaked at $3.33M in Q1 2024.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.