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&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
Q2 		$1.67M Buy
12,715
+1,905
+18% +$243K 0.01% 1124
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 $1.55T 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

&Partners's VFH Position: Q2 2026 in Review

&Partners increased its Vanguard Financials ETF (VFH) stake by 18% in Q2 2026, buying an estimated $243K and bringing the position to 12,715 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #1124.

&Partners first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • &Partners held 12,715 shares of Vanguard Financials ETF worth $1.67M as of Q2 2026.
  • &Partners bought 1,905 Vanguard Financials ETF shares in Q2 2026, an estimated $243K.
  • Vanguard Financials ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1124 holding.
  • &Partners first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.