Pension & Wealth Management Advisors’s Vanguard Financials ETF VFH Stock Holding History

Pension & Wealth Management Advisors’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	$1.09M	Hold	8,304	–	–	0.29%	51
2026 Q1	$1M	Buy	8,304 +300	+4%	+$38.3K	0.3%	46
2025 Q4	$1.07M	Hold	8,004	–	–	0.32%	46
2025 Q3	$1.05M	Hold	8,004	–	–	0.33%	46
2025 Q2	$1.02M	Hold	8,004	–	–	0.34%	46
2025 Q1	$956K	Buy	8,004 +4,000	+100%	+$487K	0.36%	48
2024 Q4	$473K	Buy	4,004 +4,000	+100,000%	+$473K	0.19%	82
2024 Q3	$443	Hold	4	–	–	﹤0.01%	352
2024 Q2	$401	Hold	4	–	–	﹤0.01%	337
2024 Q1	$411	Buy	+4	New	+$384	﹤0.01%	329

Other funds holding VFH

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's VFH Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 8,304 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #51.

Pension & Wealth Management Advisors first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. 732 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Pension & Wealth Management Advisors held 8,304 shares of Vanguard Financials ETF worth $1.09M as of Q2 2026.
Pension & Wealth Management Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.29% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #51 holding.
Pension & Wealth Management Advisors first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
732 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.