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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Modern Wealth Management's VFH Position: Q1 2026 in Review

Modern Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 11% in Q1 2026, selling an estimated $35.7K and leaving 2,342 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Modern Wealth Management first reported a position in VFH in Q1 2024 and has held it in 9 quarters since. The position peaked at $453K in Q1 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Modern Wealth Management held 2,342 shares of Vanguard Financials ETF worth $283K as of Q1 2026.
Modern Wealth Management sold 280 Vanguard Financials ETF shares in Q1 2026, an estimated $35.7K.
Vanguard Financials ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #735 holding.
Modern Wealth Management first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's Vanguard Financials ETF position peaked at $453K in Q1 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.