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NewEdge Advisors’s Vanguard Financials ETF VFH Stock Holding History

NewEdge 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 		$3.39M Sell
25,725
-2,070
-7% -$264K 0.01% 942
2026
Q1 		$3.36M Sell
27,795
-4,302
-13% -$549K 0.01% 857
2025
Q4 		$4.28M Buy
32,097
+626
+2% +$81.3K 0.02% 726
2025
Q3 		$4.13M Buy
31,471
+9,184
+41% +$1.19M 0.02% 707
2025
Q2 		$2.84M Buy
22,287
+1,810
+9% +$216K 0.01% 779
2025
Q1 		$2.45M Buy
20,477
+2,099
+11% +$256K 0.01% 773
2024
Q4 		$2.17M Buy
18,378
+2,000
+12% +$237K 0.01% 801
2024
Q3 		$1.8M Buy
16,378
+475
+3% +$50.3K 0.01% 839
2024
Q2 		$1.59M Sell
15,903
-121
-0.8% -$12.1K 0.01% 858
2024
Q1 		$1.64M Buy
16,024
+2,728
+21% +$262K 0.01% 771
2023
Q4 		$1.23M Buy
13,296
+2,866
+27% +$241K 0.01% 845
2023
Q3 		$838K Buy
10,430
+3,689
+55% +$308K 0.01% 943
2023
Q2 		$548K Sell
6,741
-5,371
-44% -$422K 0.01% 1139
2023
Q1 		$930K Sell
12,112
-2,212
-15% -$187K 0.01% 807
2022
Q4 		$818K Buy
14,324
+5,419
+61% +$448K 0.02% 580
2022
Q3 		$662K Sell
8,905
-222
-2% -$18.1K 0.01% 833
2022
Q2 		$705K Sell
9,127
-2,215
-20% -$187K 0.01% 829
2022
Q1 		$1.06M Sell
11,342
-11,480
-50% -$1.1M 0.02% 625
2021
Q4 		$2.2M Buy
22,822
+17,907
+364% +$1.74M 0.03% 418
2021
Q3 		$455K Sell
4,915
-457
-9% -$42.2K 0.01% 770
2021
Q2 		$486K Sell
5,372
-468
-8% -$42.3K 0.01% 746
2021
Q1 		$493K Sell
5,840
-836
-13% -$66.7K 0.01% 664
2020
Q4 		$486K Sell
6,676
-7,707
-54% -$509K 0.02% 631
2020
Q3 		$841K Sell
14,383
-5,077
-26% -$302K 0.03% 431
2020
Q2 		$1.11M Sell
19,460
-6,373
-25% -$354K 0.04% 331
2020
Q1 		$1.31M Buy
25,833
+18,873
+271% +$1.29M 0.06% 259
2019
Q4 		$530K Buy
+6,960
New +$508K 0.02% 505
2018
Q2 		– Sell
-4,539
Closed -$309K – 562
2018
Q1 		$309K Sell
4,539
-708
-13% -$51.1K 0.04% 351
2017
Q4 		$373K Buy
+5,247
New +$356K 0.05% 272

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

NewEdge Advisors's VFH Position: Q2 2026 in Review

NewEdge Advisors reduced its Vanguard Financials ETF (VFH) stake by 7.4% in Q2 2026, selling an estimated $264K and leaving 25,725 shares worth $3.39M. The position accounts for 0.01% of the portfolio, ranked #942.

NewEdge Advisors first reported a position in VFH in Q4 2017 and has held it in 29 quarters since. The position peaked at $4.28M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • NewEdge Advisors held 25,725 shares of Vanguard Financials ETF worth $3.39M as of Q2 2026.
  • NewEdge Advisors sold 2,070 Vanguard Financials ETF shares in Q2 2026, an estimated $264K.
  • Vanguard Financials ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #942 holding.
  • NewEdge Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 29 quarters since.
  • NewEdge Advisors's Vanguard Financials ETF position peaked at $4.28M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.