Millstone Evans Group’s Vanguard Financials ETF VFH Stock Holding History

Millstone Evans Group’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	$110K	Hold	834	–	–	0.06%	233
2026 Q1	$101K	Hold	834	–	–	0.06%	230
2025 Q4	$111K	Hold	834	–	–	0.07%	219
2025 Q3	$109K	Hold	834	–	–	0.07%	201
2025 Q2	$106K	Hold	834	–	–	0.07%	188
2025 Q1	$99.6K	Buy	834 +336	+67%	+$40.9K	0.07%	197
2024 Q4	$58.8K	Buy	+498	New	+$58.9K	0.04%	261

Other funds holding VFH

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Millstone Evans Group's VFH Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 834 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #233.

Millstone Evans Group first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $111K in Q4 2025. 656 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Millstone Evans Group held 834 shares of Vanguard Financials ETF worth $110K as of Q2 2026.
Millstone Evans Group left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.06% of Millstone Evans Group's portfolio in Q2 2026, its #233 holding.
Millstone Evans Group first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Vanguard Financials ETF position peaked at $111K in Q4 2025.
656 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.