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Polaris Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Polaris Investment 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 		$395K Hold
3,000
– – 0.25% 57
2026
Q1 		$362K Hold
3,000
– – 0.26% 54
2025
Q4 		$400K Buy
+3,000
New +$390K 0.29% 50

Other funds holding VFH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Polaris Investment Advisors's VFH Position: Q2 2026 in Review

Polaris Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 3,000 shares worth $395K. The position accounts for 0.25% of the portfolio, ranked #57.

Polaris Investment Advisors first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 492 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Polaris Investment Advisors held 3,000 shares of Vanguard Financials ETF worth $395K as of Q2 2026.
  • Polaris Investment Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.25% of Polaris Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Polaris Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's Vanguard Financials ETF position peaked at $400K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.