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Moneta Group Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Moneta Group Investment 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 		$2.4M Buy
18,214
+243
+1% +$31K 0.02% 282
2026
Q1 		$2.17M Sell
17,971
-514
-3% -$65.5K 0.02% 259
2025
Q4 		$2.47M Buy
18,485
+1,149
+7% +$149K 0.02% 248
2025
Q3 		$2.28M Sell
17,336
-485
-3% -$62.8K 0.02% 253
2025
Q2 		$2.27M Buy
17,821
+309
+2% +$36.8K 0.03% 217
2025
Q1 		$2.09M Buy
17,512
+1,862
+12% +$227K 0.03% 206
2024
Q4 		$1.85M Sell
15,650
-791
-5% -$93.5K 0.03% 217
2024
Q3 		$1.81M Buy
16,441
+1,615
+11% +$171K 0.03% 206
2024
Q2 		$1.48M Buy
14,826
+602
+4% +$60.1K 0.02% 223
2024
Q1 		$1.46M Buy
14,224
+8,335
+142% +$800K 0.02% 223
2023
Q4 		$543K Sell
5,889
-57
-1% -$4.79K 0.01% 330
2023
Q3 		$478K Sell
5,946
-149
-2% -$12.5K 0.01% 327
2023
Q2 		$495K Sell
6,095
-686
-10% -$53.8K 0.01% 326
2023
Q1 		$528K Buy
6,781
+590
+10% +$49.9K 0.01% 315
2022
Q4 		$552K Buy
+6,191
New +$512K 0.02% 279
2022
Q3 		– Sell
-3,226
Closed -$249K – 466
2022
Q2 		$249K Buy
3,226
+892
+38% +$75.3K 0.01% 412
2022
Q1 		$218K Sell
2,334
-6
-0.3% -$575 0.01% 411
2021
Q4 		$226K Sell
2,340
-2
-0.1% -$195 0.01% 436
2021
Q3 		$217K Buy
+2,342
New +$216K 0.01% 422
2018
Q4 		– Sell
-5,923
Closed -$411K – 248
2018
Q3 		$411K Buy
+5,923
New +$419K 0.04% 156

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

Moneta Group Investment Advisors's VFH Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 1.4% in Q2 2026, buying an estimated $31K and bringing the position to 18,214 shares worth $2.4M. The position accounts for 0.02% of the portfolio, ranked #282.

Moneta Group Investment Advisors first reported a position in VFH in Q3 2018 and has held it in 20 quarters since. The position peaked at $2.47M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Moneta Group Investment Advisors held 18,214 shares of Vanguard Financials ETF worth $2.4M as of Q2 2026.
  • Moneta Group Investment Advisors bought 243 Vanguard Financials ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Financials ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #282 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2018 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Vanguard Financials ETF position peaked at $2.47M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.