NWF Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

NWF 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	$255K	Hold	1,940	–	–	0.02%	340
2026 Q1	$234K	Hold	1,940	–	–	0.03%	334
2025 Q4	$259K	Hold	1,940	–	–	0.03%	317
2025 Q3	$255K	Hold	1,940	–	–	0.03%	326
2025 Q2	$247K	Buy	1,940 +68	+4%	+$8.11K	0.03%	332
2025 Q1	$224K	Hold	1,872	–	–	0.03%	297
2024 Q4	$221K	Hold	1,872	–	–	0.03%	240
2024 Q3	$206K	Buy	+1,872	New	+$198K	0.03%	304

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

NWF Advisory Services's VFH Position: Q2 2026 in Review

NWF Advisory Services held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,940 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #340.

NWF Advisory Services first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $259K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

NWF Advisory Services held 1,940 shares of Vanguard Financials ETF worth $255K as of Q2 2026.
NWF Advisory Services left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #340 holding.
NWF Advisory Services first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
NWF Advisory Services's Vanguard Financials ETF position peaked at $259K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.