PCIA
VFH icon

Prime Capital Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Prime Capital 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
Q1 		$1.22M Buy
10,131
+403
+4% +$51.4K 0.01% 462
2025
Q4 		$1.3M Sell
9,728
-556
-5% -$72.2K 0.02% 437
2025
Q3 		$1.35M Sell
10,284
-723
-7% -$93.6K 0.02% 422
2025
Q2 		$1.4M Sell
11,007
-5,725
-34% -$683K 0.02% 403
2025
Q1 		$2M Buy
16,732
+949
+6% +$116K 0.02% 364
2024
Q4 		$1.86M Sell
15,783
-151
-0.9% -$17.9K 0.03% 315
2024
Q3 		$1.75M Sell
15,934
-351
-2% -$37.2K 0.02% 332
2024
Q2 		$1.63M Sell
16,285
-2,706
-14% -$270K 0.02% 338
2024
Q1 		$1.94M Sell
18,991
-1,035
-5% -$99.3K 0.03% 347
2023
Q4 		$1.85M Sell
20,026
-1,447
-7% -$122K 0.03% 339
2023
Q3 		$1.72M Buy
21,473
+15,204
+243% +$1.27M 0.04% 267
2023
Q2 		$509K Buy
6,269
+1,128
+22% +$88.5K 0.01% 475
2023
Q1 		$400K Sell
5,141
-7,521
-59% -$636K 0.02% 376
2022
Q4 		$1.05M Buy
12,662
+950
+8% +$78.5K 0.04% 237
2022
Q3 		$872K Buy
11,712
+129
+1% +$10.5K 0.05% 182
2022
Q2 		$894K Buy
11,583
+7,304
+171% +$617K 0.05% 184
2022
Q1 		$413K Hold
4,279
– – 0.02% 255
2021
Q4 		$413K Buy
4,279
+1,890
+79% +$184K 0.02% 255
2021
Q3 		$221K Buy
+2,389
New +$220K 0.01% 281
2021
Q2 		– Sell
-868
Closed -$73K – 538
2021
Q1 		$73K Hold
868
– – 0.01% 309
2020
Q4 		$63K Buy
868
+5
+0.6% +$330 ﹤0.01% 306
2020
Q3 		$50K Buy
863
+6
+0.7% +$357 ﹤0.01% 314
2020
Q2 		$49K Buy
+857
New +$47.6K ﹤0.01% 323

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B 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 $377B AUM 19.32% 1-Year Est. Return

Prime Capital Investment Advisors's VFH Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 4.1% in Q1 2026, buying an estimated $51.4K and bringing the position to 10,131 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #462.

Prime Capital Investment Advisors first reported a position in VFH in Q2 2020 and has held it in 23 quarters since. The position peaked at $2M in Q1 2025. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Prime Capital Investment Advisors held 10,131 shares of Vanguard Financials ETF worth $1.22M as of Q1 2026.
  • Prime Capital Investment Advisors bought 403 Vanguard Financials ETF shares in Q1 2026, an estimated $51.4K.
  • Vanguard Financials ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #462 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Financials ETF in Q2 2020 and has held it in 23 quarters since.
  • Prime Capital Investment Advisors's Vanguard Financials ETF position peaked at $2M in Q1 2025.
  • 739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.