NewEdge Wealth’s Vanguard Financials ETF VFH Stock Holding History

NewEdge Wealth’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	$466K	Buy	3,854 +194	+5%	+$24.7K	0.01%	834
2025 Q4	$489K	Sell	3,660 -73	-2%	-$9.48K	0.01%	851
2025 Q3	$478K	Buy	3,733 +1,124	+43%	+$146K	0.01%	755
2025 Q2	$328K	Sell	2,609 -228	-8%	-$27.2K	0.01%	806
2025 Q1	$339K	Buy	2,837 +105	+4%	+$12.8K	0.01%	745
2024 Q4	$323K	Sell	2,732 -6,471	-70%	-$765K	0.01%	739
2024 Q3	$1.01M	Buy	+9,203	New	+$975K	0.02%	468

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

NewEdge Wealth's VFH Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard Financials ETF (VFH) stake by 5.3% in Q1 2026, buying an estimated $24.7K and bringing the position to 3,854 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #834.

NewEdge Wealth first reported a position in VFH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2024. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

NewEdge Wealth held 3,854 shares of Vanguard Financials ETF worth $466K as of Q1 2026.
NewEdge Wealth bought 194 Vanguard Financials ETF shares in Q1 2026, an estimated $24.7K.
Vanguard Financials ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #834 holding.
NewEdge Wealth first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Vanguard Financials ETF position peaked at $1.01M in Q3 2024.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.