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VFH icon

&Partners’s Vanguard Financials ETF VFH Stock Holding History

&Partners’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 		$1.31M Sell
10,810
-277
-2% -$35.3K 0.01% 1154
2025
Q4 		$1.48M Buy
11,087
+1,623
+17% +$211K 0.01% 1013
2025
Q3 		$1.24M Buy
9,464
+679
+8% +$87.9K 0.01% 983
2025
Q2 		$1.12M Buy
8,785
+203
+2% +$24.2K 0.01% 934
2025
Q1 		$1.01M Sell
8,582
-18
-0.2% -$2.19K 0.01% 825
2024
Q4 		$1.02M Buy
8,600
+1,690
+24% +$200K 0.01% 758
2024
Q3 		$759K Buy
6,910
+646
+10% +$68.5K 0.01% 676
2024
Q2 		$626K Buy
+6,264
New +$625K 0.03% 467

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return