N.E.W. Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

N.E.W. Advisory Services’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	$631K	Buy	4,795 +36	+0.8%	+$4.59K	0.04%	132
2026 Q1	$575K	Sell	4,759 -269	-5%	-$34.3K	0.04%	130
2025 Q4	$671K	Hold	5,028	–	–	0.05%	121
2025 Q3	$660K	Buy	5,028 +491	+11%	+$63.6K	0.06%	107
2025 Q2	$578K	Buy	4,537 +48	+1%	+$5.72K	0.06%	105
2025 Q1	$536K	Buy	4,489 +25	+0.6%	+$3.05K	0.04%	122
2024 Q4	$527K	Buy	4,464 +34	+0.8%	+$4.02K	0.05%	111
2024 Q3	$487K	Hold	4,430	–	–	0.05%	111
2024 Q2	$442K	Hold	4,430	–	–	0.05%	110
2024 Q1	$454K	Buy	4,430 +1,306	+42%	+$125K	0.05%	108
2023 Q4	$288K	Hold	3,124	–	–	0.03%	133
2023 Q3	$251K	Hold	3,124	–	–	0.04%	131
2023 Q2	$254K	Hold	3,124	–	–	0.04%	118
2023 Q1	$243K	Buy	3,124 +64	+2%	+$5.41K	0.04%	118
2022 Q4	$253K	Hold	3,060	–	–	0.04%	112
2022 Q3	$228K	Hold	3,060	–	–	0.04%	119
2022 Q2	$236K	Sell	3,060 -652	-18%	-$55.1K	0.04%	117
2022 Q1	$313K	Buy	3,712 +652	+21%	+$62.4K	0.06%	102
2021 Q4	$296K	Hold	3,060	–	–	0.04%	115
2021 Q3	$284K	Sell	3,060 -450	-13%	-$41.5K	0.05%	110
2021 Q2	$318K	Sell	3,510 -202	-5%	-$18.3K	0.05%	103
2021 Q1	$317K	Hold	3,712	–	–	0.06%	103
2020 Q4	$270K	Sell	3,712 -1,301	-26%	-$85.9K	0.06%	112
2020 Q3	$294K	Hold	5,013	–	–	0.08%	78
2020 Q2	$287K	Buy	+5,013	New	+$279K	0.09%	73
2019 Q4	$290K	Buy	+3,812	New	+$278K	0.09%	71

Other funds holding VFH

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

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

N.E.W. Advisory Services's VFH Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Vanguard Financials ETF (VFH) stake by 0.76% in Q2 2026, buying an estimated $4.59K and bringing the position to 4,795 shares worth $631K. The position accounts for 0.04% of the portfolio, ranked #132.

N.E.W. Advisory Services first reported a position in VFH in Q4 2019 and has held it in 26 quarters since. The position peaked at $671K in Q4 2025. 550 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

N.E.W. Advisory Services held 4,795 shares of Vanguard Financials ETF worth $631K as of Q2 2026.
N.E.W. Advisory Services bought 36 Vanguard Financials ETF shares in Q2 2026, an estimated $4.59K.
Vanguard Financials ETF made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #132 holding.
N.E.W. Advisory Services first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Financials ETF position peaked at $671K in Q4 2025.
550 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.