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

Regal 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	$202K	Sell	1,672 -276	-14%	-$35.2K	0.01%	632
2025 Q4	$260K	Buy	+1,948	New	+$253K	0.02%	541
2024 Q2	–	Sell	-1,984	Closed	-$203K	–	606
2024 Q1	$203K	Buy	+1,984	New	+$190K	0.01%	551
2023 Q1	–	Sell	-3,276	Closed	-$271K	–	557
2022 Q4	$271K	Buy	3,276 +32	+1%	+$2.64K	0.03%	402
2022 Q3	$241K	Buy	3,244 +124	+4%	+$10.1K	0.03%	408
2022 Q2	$241K	Buy	3,120 +12	+0.4%	+$1.01K	0.03%	419
2022 Q1	$290K	Buy	3,108 +227	+8%	+$21.7K	0.03%	416
2021 Q4	$278K	Buy	2,881 +24	+0.8%	+$2.34K	0.02%	445
2021 Q3	$265K	Hold	2,857	–	–	0.03%	448
2021 Q2	$258K	Buy	+2,857	New	+$258K	0.03%	450
2021 Q1	–	Sell	-3,785	Closed	-$276K	–	411
2020 Q4	$276K	Buy	+3,785	New	+$250K	0.03%	379
2020 Q3	–	Sell	-4,299	Closed	-$246K	–	284
2020 Q2	$246K	Buy	+4,299	New	+$239K	0.05%	270
2018 Q4	–	Sell	-2,877	Closed	-$200K	–	370
2018 Q3	$200K	Buy	+2,877	New	+$203K	0.04%	298
2018 Q2	–	Sell	-3,979	Closed	-$276K	–	317
2018 Q1	$276K	Buy	+3,979	New	+$287K	0.06%	242

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's VFH Position: Q1 2026 in Review

Regal Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 14% in Q1 2026, selling an estimated $35.2K and leaving 1,672 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #632.

Regal Investment Advisors first reported a position in VFH in Q1 2018 and has held it in 14 quarters since. The position peaked at $290K in Q1 2022. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Regal Investment Advisors held 1,672 shares of Vanguard Financials ETF worth $202K as of Q1 2026.
Regal Investment Advisors sold 276 Vanguard Financials ETF shares in Q1 2026, an estimated $35.2K.
Vanguard Financials ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #632 holding.
Regal Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and has held it in 14 quarters since.
Regal Investment Advisors's Vanguard Financials ETF position peaked at $290K in Q1 2022.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.