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Private Wealth Advisors (California)’s Vanguard Financials ETF VFH Stock Holding History

Private Wealth Advisors (California)’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 		$1.48M Sell
11,229
-219
-2% -$27.9K 0.38% 55
2026
Q1 		$1.38M Sell
11,448
-508
-4% -$64.8K 0.39% 61
2025
Q4 		$1.6M Sell
11,956
-121
-1% -$15.7K 0.51% 53
2025
Q3 		$1.58M Sell
12,077
-374
-3% -$48.4K 0.53% 52
2025
Q2 		$1.58M Buy
12,451
+498
+4% +$59.4K 0.58% 48
2025
Q1 		$1.43M Buy
11,953
+28
+0.2% +$3.41K 0.52% 45
2024
Q4 		$1.41M Sell
11,925
-28
-0.2% -$3.31K 0.55% 44
2024
Q3 		$1.31M Buy
11,953
+103
+0.9% +$10.9K 0.5% 46
2024
Q2 		$1.19M Sell
11,850
-193
-2% -$19.3K 0.46% 49
2024
Q1 		$1.23M Buy
12,043
+4
+0% +$384 0.5% 47
2023
Q4 		$1.11M Buy
12,039
+96
+0.8% +$8.07K 0.43% 44
2023
Q3 		$959K Buy
11,943
+27
+0.2% +$2.26K 0.41% 47
2023
Q2 		$968K Sell
11,916
-40
-0.3% -$3.14K 0.4% 44
2023
Q1 		$931K Buy
11,956
+9
+0.1% +$761 0.39% 46
2022
Q4 		$988K Buy
11,947
+130
+1% +$10.7K 0.33% 49
2022
Q3 		$880K Hold
11,817
– – 0.41% 45
2022
Q2 		$1.02M Sell
11,817
-764
-6% -$64.5K 0.38% 47
2022
Q1 		$1.18M Buy
12,581
+350
+3% +$33.5K 0.37% 46
2021
Q4 		$1.18M Sell
12,231
-27
-0.2% -$2.63K 0.25% 56
2021
Q3 		$1.18M Buy
12,258
+50
+0.4% +$4.61K 0.28% 63
2021
Q2 		$1.1M Buy
12,208
+182
+2% +$16.4K 0.34% 53
2021
Q1 		$1.02M Sell
12,026
-8
-0.1% -$638 0.34% 46
2020
Q4 		$931K Buy
12,034
+20
+0.2% +$1.32K 0.32% 45
2020
Q3 		$703K Buy
12,014
+207
+2% +$12.3K 0.36% 38
2020
Q2 		$675K Buy
11,807
+378
+3% +$21K 0.47% 29
2020
Q1 		$580K Sell
11,429
-478
-4% -$32.6K 0.48% 34
2019
Q4 		$908K Sell
11,907
-7,717
-39% -$563K 0.52% 46
2019
Q3 		$1.37M Sell
19,624
-218
-1% -$15.1K 0.9% 25
2019
Q2 		$1.28M Hold
19,842
– – 0.87% 27
2019
Q1 		$1.28M Sell
19,842
-231
-1% -$15K 0.87% 27
2018
Q4 		$1.19M Buy
+20,073
New +$1.3M 0.96% 23

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

Private Wealth Advisors (California)'s VFH Position: Q2 2026 in Review

Private Wealth Advisors (California) reduced its Vanguard Financials ETF (VFH) stake by 1.9% in Q2 2026, selling an estimated $27.9K and leaving 11,229 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #55.

Private Wealth Advisors (California) first reported a position in VFH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.6M in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Private Wealth Advisors (California) held 11,229 shares of Vanguard Financials ETF worth $1.48M as of Q2 2026.
  • Private Wealth Advisors (California) sold 219 Vanguard Financials ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Financials ETF made up 0.38% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #55 holding.
  • Private Wealth Advisors (California) first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Private Wealth Advisors (California)'s Vanguard Financials ETF position peaked at $1.6M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.