Marshall & Sterling Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Marshall & Sterling Wealth Advisors’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	$10.5K	Hold	80	–	–	0.01%	237
2026 Q1	$9.65K	Hold	80	–	–	0.01%	235
2025 Q4	$10.7K	Buy	80 +55	+220%	+$7.14K	0.01%	231
2025 Q3	$3.21K	Hold	25	–	–	﹤0.01%	540
2025 Q2	$3.1K	Buy	25 +1	+4%	+$119	﹤0.01%	522
2025 Q1	$2.9K	Sell	24 -1	-4%	-$122	﹤0.01%	519
2024 Q4	$2.85K	Buy	+25	New	+$2.96K	﹤0.01%	287

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

Marshall & Sterling Wealth Advisors's VFH Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 80 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #237.

Marshall & Sterling Wealth Advisors first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Marshall & Sterling Wealth Advisors held 80 shares of Vanguard Financials ETF worth $10.5K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard Financials ETF position peaked at $10.7K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.