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Maltin Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Maltin 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 		$428K Buy
3,253
+5
+0.2% +$638 0.14% 95
2026
Q1 		$392K Buy
3,248
+25
+0.8% +$3.19K 0.15% 94
2025
Q4 		$430K Buy
3,223
+26
+0.8% +$3.38K 0.17% 89
2025
Q3 		$420K Buy
3,197
+10
+0.3% +$1.29K 0.17% 88
2025
Q2 		$406K Sell
3,187
-138
-4% -$16.5K 0.18% 86
2025
Q1 		$397K Buy
3,325
+14
+0.4% +$1.71K 0.19% 89
2024
Q4 		$391K Buy
3,311
+35
+1% +$4.14K 0.19% 92
2024
Q3 		$360K Buy
3,276
+15
+0.5% +$1.59K 0.18% 91
2024
Q2 		$326K Hold
3,261
– – 0.17% 90
2024
Q1 		$334K Buy
3,261
+13
+0.4% +$1.25K 0.19% 92
2023
Q4 		$300K Buy
3,248
+40
+1% +$3.36K 0.19% 90
2023
Q3 		$258K Sell
3,208
-31
-1% -$2.59K 0.18% 95
2023
Q2 		$263K Buy
3,239
+25
+0.8% +$1.96K 0.19% 91
2023
Q1 		$250K Sell
3,214
-62
-2% -$5.25K 0.18% 90
2022
Q4 		$271K Buy
3,276
+45
+1% +$3.72K 0.2% 87
2022
Q3 		$240K Hold
3,231
– – 0.19% 94
2022
Q2 		$249K Buy
3,231
+17
+0.5% +$1.44K 0.18% 97
2022
Q1 		$300K Buy
3,214
+14
+0.4% +$1.34K 0.2% 92
2021
Q4 		$309K Buy
3,200
+36
+1% +$3.51K 0.19% 94
2021
Q3 		$293K Hold
3,164
– – 0.18% 88
2021
Q2 		$286K Buy
3,164
+13
+0.4% +$1.18K 0.17% 89
2021
Q1 		$266K Buy
+3,151
New +$251K 0.17% 90
2020
Q2 		– Sell
-4,180
Closed -$212K – 92
2020
Q1 		$212K Buy
4,180
+2,712
+185% +$185K 0.18% 72
2019
Q4 		$112K Buy
+1,468
New +$107K 0.07% 80

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

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

Maltin Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.15% in Q2 2026, buying an estimated $638 and bringing the position to 3,253 shares worth $428K. The position accounts for 0.14% of the portfolio, ranked #95.

Maltin Wealth Management first reported a position in VFH in Q4 2019 and has held it in 24 quarters since. The position peaked at $430K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Maltin Wealth Management held 3,253 shares of Vanguard Financials ETF worth $428K as of Q2 2026.
  • Maltin Wealth Management bought 5 Vanguard Financials ETF shares in Q2 2026, an estimated $638.
  • Vanguard Financials ETF made up 0.14% of Maltin Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Maltin Wealth Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 24 quarters since.
  • Maltin Wealth Management's Vanguard Financials ETF position peaked at $430K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.