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Moors & Cabot’s Vanguard Financials ETF VFH Stock Holding History

Moors & Cabot’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 		$264K Sell
2,007
-2
-0.1% -$255 0.01% 806
2026
Q1 		$243K Buy
2,009
+27
+1% +$3.44K 0.01% 796
2025
Q4 		$265K Buy
1,982
+193
+11% +$25.1K 0.01% 738
2025
Q3 		$235K Sell
1,789
-216
-11% -$28K 0.01% 775
2025
Q2 		$255K Hold
2,005
– – 0.01% 713
2025
Q1 		$239K Buy
2,005
+1
+0% +$122 0.01% 720
2024
Q4 		$237K Sell
2,004
-101
-5% -$11.9K 0.01% 747
2024
Q3 		$231K Hold
2,105
– – 0.01% 744
2024
Q2 		$210K Buy
+2,105
New +$210K 0.01% 751
2023
Q2 		– Sell
-2,617
Closed -$204K – 921
2023
Q1 		$204K Sell
2,617
-28
-1% -$2.37K 0.01% 749
2022
Q4 		$219K Sell
2,645
-95
-3% -$7.85K 0.02% 707
2022
Q3 		$204K Sell
2,740
-327
-11% -$26.6K 0.02% 704
2022
Q2 		$237K Sell
3,067
-98
-3% -$8.28K 0.02% 644
2022
Q1 		$296K Buy
3,165
+2
+0.1% +$192 0.02% 627
2021
Q4 		$305K Buy
3,163
+14
+0.4% +$1.36K 0.02% 625
2021
Q3 		$293K Sell
3,149
-10
-0.3% -$922 0.02% 608
2021
Q2 		$286K Sell
3,159
-23
-0.7% -$2.08K 0.02% 581
2021
Q1 		$269K Buy
3,182
+53
+2% +$4.22K 0.02% 575
2020
Q4 		$228K Buy
+3,129
New +$207K 0.02% 607
2020
Q1 		– Sell
-4,164
Closed -$321K – 690
2019
Q4 		$321K Buy
4,164
+426
+11% +$31.1K 0.03% 445
2019
Q3 		$263K Buy
+3,738
New +$258K 0.03% 481

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

Moors & Cabot's VFH Position: Q2 2026 in Review

Moors & Cabot reduced its Vanguard Financials ETF (VFH) stake by 0.1% in Q2 2026, selling an estimated $255 and leaving 2,007 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #806.

Moors & Cabot first reported a position in VFH in Q3 2019 and has held it in 21 quarters since. The position peaked at $321K in Q4 2019. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Moors & Cabot held 2,007 shares of Vanguard Financials ETF worth $264K as of Q2 2026.
  • Moors & Cabot sold 2 Vanguard Financials ETF shares in Q2 2026, an estimated $255.
  • Vanguard Financials ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #806 holding.
  • Moors & Cabot first reported a position in Vanguard Financials ETF in Q3 2019 and has held it in 21 quarters since.
  • Moors & Cabot's Vanguard Financials ETF position peaked at $321K in Q4 2019.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.