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 Q2	$469K	Sell	3,562 -292	-8%	-$37.3K	﹤0.01%	881
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NewEdge Wealth's VFH Position: Q2 2026 in Review

NewEdge Wealth reduced its Vanguard Financials ETF (VFH) stake by 7.6% in Q2 2026, selling an estimated $37.3K and leaving 3,562 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

NewEdge Wealth first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

NewEdge Wealth held 3,562 shares of Vanguard Financials ETF worth $469K as of Q2 2026.
NewEdge Wealth sold 292 Vanguard Financials ETF shares in Q2 2026, an estimated $37.3K.
Vanguard Financials ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #881 holding.
NewEdge Wealth first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Vanguard Financials ETF position peaked at $1.01M in Q3 2024.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.