PFS
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Prospera Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Prospera Financial Services’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 		$1.36M Sell
10,361
-4,103
-28% -$524K 0.02% 643
2026
Q1 		$1.75M Buy
14,464
+570
+4% +$72.7K 0.03% 539
2025
Q4 		$1.85M Buy
13,894
+1,452
+12% +$189K 0.03% 496
2025
Q3 		$1.63M Sell
12,442
-905
-7% -$117K 0.03% 530
2025
Q2 		$1.7M Sell
13,347
-153
-1% -$18.2K 0.03% 505
2025
Q1 		$1.61M Buy
13,500
+5,516
+69% +$672K 0.04% 435
2024
Q4 		$943K Buy
7,984
+1,496
+23% +$177K 0.02% 561
2024
Q3 		$713K Buy
6,488
+437
+7% +$46.3K 0.02% 612
2024
Q2 		$604K Buy
6,051
+449
+8% +$44.8K 0.02% 648
2024
Q1 		$574K Buy
5,602
+3,077
+122% +$295K 0.02% 663
2023
Q4 		$233K Sell
2,525
-322
-11% -$27.1K 0.01% 949
2023
Q3 		$229K Buy
+2,847
New +$238K 0.01% 904
2023
Q1 		– Sell
-4,113
Closed -$340K – 1004
2022
Q4 		$340K Buy
4,113
+888
+28% +$73.4K 0.02% 654
2022
Q3 		$240K Buy
3,225
+293
+10% +$23.8K 0.01% 726
2022
Q2 		$226K Sell
2,932
-853
-23% -$72K 0.01% 701
2022
Q1 		$354K Buy
+3,785
New +$362K 0.01% 699
2020
Q4 		– Sell
-986
Closed -$58K – 1537
2020
Q3 		$58K Buy
+986
New +$58.6K 0.02% 566
2014
Q4 		– Sell
-7,493
Closed -$348K – 321
2014
Q3 		$348K Buy
7,493
+785
+12% +$36.6K 0.09% 171
2014
Q2 		$311K Buy
+6,708
New +$304K 0.08% 191

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

Prospera Financial Services's VFH Position: Q2 2026 in Review

Prospera Financial Services reduced its Vanguard Financials ETF (VFH) stake by 28% in Q2 2026, selling an estimated $524K and leaving 10,361 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #643.

Prospera Financial Services first reported a position in VFH in Q2 2014 and has held it in 19 quarters since. The position peaked at $1.85M in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Prospera Financial Services held 10,361 shares of Vanguard Financials ETF worth $1.36M as of Q2 2026.
  • Prospera Financial Services sold 4,103 Vanguard Financials ETF shares in Q2 2026, an estimated $524K.
  • Vanguard Financials ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #643 holding.
  • Prospera Financial Services first reported a position in Vanguard Financials ETF in Q2 2014 and has held it in 19 quarters since.
  • Prospera Financial Services's Vanguard Financials ETF position peaked at $1.85M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.