MWM
VFH icon

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

Modern 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 		$579K Buy
4,399
+2,057
+88% +$262K 0.01% 671
2026
Q1 		$283K Sell
2,342
-280
-11% -$35.7K ﹤0.01% 735
2025
Q4 		$350K Buy
2,622
+33
+1% +$4.29K 0.01% 636
2025
Q3 		$340K Sell
2,589
-539
-17% -$69.8K 0.01% 609
2025
Q2 		$398K Sell
3,128
-665
-18% -$79.3K 0.01% 538
2025
Q1 		$453K Buy
3,793
+455
+14% +$55.4K 0.01% 441
2024
Q4 		$394K Buy
3,338
+228
+7% +$27K 0.01% 401
2024
Q3 		$342K Buy
3,110
+154
+5% +$16.3K 0.02% 318
2024
Q2 		$295K Buy
2,956
+58
+2% +$5.79K 0.02% 314
2024
Q1 		$297K Buy
+2,898
New +$278K 0.03% 240

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

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

Modern Wealth Management increased its Vanguard Financials ETF (VFH) stake by 88% in Q2 2026, buying an estimated $262K and bringing the position to 4,399 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #671.

Modern Wealth Management first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Modern Wealth Management held 4,399 shares of Vanguard Financials ETF worth $579K as of Q2 2026.
  • Modern Wealth Management bought 2,057 Vanguard Financials ETF shares in Q2 2026, an estimated $262K.
  • Vanguard Financials ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Modern Wealth Management first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.