Mercer Global Advisors
VFH icon

Mercer Global Advisors’s Vanguard Financials ETF VFH Stock Holding History

Mercer Global 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 		$18.8M Sell
142,504
-7,724
-5% -$986K 0.02% 371
2026
Q1 		$18.1M Sell
150,228
-5,675
-4% -$724K 0.03% 341
2025
Q4 		$20.8M Sell
155,903
-33,489
-18% -$4.35M 0.03% 325
2025
Q3 		$24.9M Buy
189,392
+173,064
+1,060% +$22.4M 0.04% 253
2025
Q2 		$2.08M Sell
16,328
-1,031
-6% -$123K ﹤0.01% 869
2025
Q1 		$2.07M Sell
17,359
-2,449
-12% -$298K ﹤0.01% 830
2024
Q4 		$2.34M Sell
19,808
-2,479
-11% -$293K 0.01% 774
2024
Q3 		$2.43M Buy
22,287
+1,243
+6% +$132K 0.01% 718
2024
Q2 		$2.1M Buy
21,044
+570
+3% +$56.9K 0.01% 706
2024
Q1 		$2.1M Sell
20,474
-6,824
-25% -$655K 0.01% 713
2023
Q4 		$2.52M Sell
27,298
-5,311
-16% -$446K 0.01% 663
2023
Q3 		$2.62M Buy
32,609
+4,793
+17% +$401K 0.01% 618
2023
Q2 		$2.26M Buy
27,816
+17,482
+169% +$1.37M 0.01% 694
2023
Q1 		$805K Buy
10,334
+645
+7% +$54.6K ﹤0.01% 995
2022
Q4 		$802K Buy
9,689
+32
+0.3% +$2.64K ﹤0.01% 1011
2022
Q3 		$719K Sell
9,657
-573
-6% -$46.6K ﹤0.01% 991
2022
Q2 		$790K Sell
10,230
-4,782
-32% -$404K ﹤0.01% 945
2022
Q1 		$1.4M Buy
15,012
+521
+4% +$49.9K 0.01% 762
2021
Q4 		$1.4M Buy
14,491
+2,795
+24% +$272K 0.01% 750
2021
Q3 		$1.08M Buy
11,696
+847
+8% +$78.1K 0.01% 825
2021
Q2 		$981K Buy
10,849
+930
+9% +$84K 0.01% 845
2021
Q1 		$838K Buy
+9,919
New +$791K 0.01% 856

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

Mercer Global Advisors's VFH Position: Q2 2026 in Review

Mercer Global Advisors reduced its Vanguard Financials ETF (VFH) stake by 5.1% in Q2 2026, selling an estimated $986K and leaving 142,504 shares worth $18.8M. The position accounts for 0.02% of the portfolio, ranked #371.

Mercer Global Advisors first reported a position in VFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.9M in Q3 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Mercer Global Advisors held 142,504 shares of Vanguard Financials ETF worth $18.8M as of Q2 2026.
  • Mercer Global Advisors sold 7,724 Vanguard Financials ETF shares in Q2 2026, an estimated $986K.
  • Vanguard Financials ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #371 holding.
  • Mercer Global Advisors first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 22 quarters since.
  • Mercer Global Advisors's Vanguard Financials ETF position peaked at $24.9M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.