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Olistico Wealth’s Vanguard Financials ETF VFH Stock Holding History

Olistico 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 		$5.13K Hold
39
– – ﹤0.01% 285
2026
Q1 		$4.71K Sell
39
-49
-56% -$6.25K ﹤0.01% 294
2025
Q4 		$11.7K Buy
+88
New +$11.4K 0.01% 245
2025
Q2 		– Sell
-431
Closed -$51.5K – 392
2025
Q1 		$51.5K Buy
+431
New +$52.5K 0.03% 158
2024
Q4 		– Sell
-168
Closed -$18.5K – 319
2024
Q3 		$18.5K Hold
168
– – 0.01% 217
2024
Q2 		$16.8K Buy
+168
New +$16.8K 0.01% 219

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

Olistico Wealth's VFH Position: Q2 2026 in Review

Olistico Wealth held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 39 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Olistico Wealth first reported a position in VFH in Q2 2024 and has held it in 6 quarters since. The position peaked at $51.5K in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Olistico Wealth held 39 shares of Vanguard Financials ETF worth $5.13K as of Q2 2026.
  • Olistico Wealth left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #285 holding.
  • Olistico Wealth first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 6 quarters since.
  • Olistico Wealth's Vanguard Financials ETF position peaked at $51.5K in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.