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Principle Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Principle Wealth 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 		$1.22M Hold
9,266
– – 0.06% 172
2026
Q1 		$1.12M Hold
9,266
– – 0.06% 164
2025
Q4 		$1.24M Sell
9,266
-166
-2% -$21.6K 0.07% 156
2025
Q3 		$1.24M Sell
9,432
-134
-1% -$17.4K 0.07% 151
2025
Q2 		$1.22M Hold
9,566
– – 0.08% 141
2025
Q1 		$1.14M Buy
9,566
+323
+3% +$39.4K 0.08% 146
2024
Q4 		$1.09M Sell
9,243
-140
-1% -$16.6K 0.08% 147
2024
Q3 		$1.03M Hold
9,383
– – 0.07% 157
2024
Q2 		$937K Hold
9,383
– – 0.07% 160
2024
Q1 		$961K Hold
9,383
– – 0.08% 162
2023
Q4 		$866K Sell
9,383
-500
-5% -$42K 0.07% 165
2023
Q3 		$794K Sell
9,883
-1,000
-9% -$83.6K 0.08% 162
2023
Q2 		$884K Sell
10,883
-542
-5% -$42.5K 0.09% 148
2023
Q1 		$890K Sell
11,425
-16,151
-59% -$1.37M 0.1% 147
2022
Q4 		$2.28M Sell
27,576
-983
-3% -$81.2K 0.26% 89
2022
Q3 		$2.13M Hold
28,559
– – 0.2% 87
2022
Q2 		$2.2M Sell
28,559
-643
-2% -$54.3K 0.27% 87
2022
Q1 		$2.73M Sell
29,202
-345
-1% -$33K 0.29% 79
2021
Q4 		$2.85M Buy
29,547
+124
+0.4% +$12.1K 0.3% 72
2021
Q3 		$2.73M Hold
29,423
– – 0.31% 69
2021
Q2 		$2.66M Sell
29,423
-290
-1% -$26.2K 0.3% 72
2021
Q1 		$2.51M Buy
29,713
+146
+0.5% +$11.6K 0.29% 71
2020
Q4 		$2.15M Sell
29,567
-1,670
-5% -$110K 0.28% 72
2020
Q3 		$1.83M Sell
31,237
-2,135
-6% -$127K 0.51% 34
2020
Q2 		$1.91M Sell
33,372
-597
-2% -$33.2K 0.56% 34
2020
Q1 		$1.72M Sell
33,969
-5,375
-14% -$366K 0.65% 30
2019
Q4 		$3M Sell
39,344
-5,179
-12% -$378K 0.96% 24
2019
Q3 		$3.12M Sell
44,523
-11,743
-21% -$811K 1.08% 22
2019
Q2 		$3.88M Sell
56,266
-28,004
-33% -$1.9M 2% 9
2019
Q1 		$5.44M Sell
84,270
-12,139
-13% -$787K 3.11% 5
2018
Q4 		$5.72M Buy
+96,409
New +$6.26M 4.8% 3

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

Principle Wealth Partners's VFH Position: Q2 2026 in Review

Principle Wealth Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 9,266 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #172.

Principle Wealth Partners first reported a position in VFH in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.72M in Q4 2018. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Principle Wealth Partners held 9,266 shares of Vanguard Financials ETF worth $1.22M as of Q2 2026.
  • Principle Wealth Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.06% of Principle Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Principle Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Vanguard Financials ETF position peaked at $5.72M in Q4 2018.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.