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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
Q2 		– Sell
-1,672
Closed -$202K – 694
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
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

Regal Investment Advisors's VFH Position: Q2 2026 in Review

Regal Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 1,672 shares — an estimated $202K sold.

Regal Investment Advisors first reported a position in VFH in Q1 2018 and held it in 14 quarters. The position peaked at $290K in Q1 2022. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Regal Investment Advisors reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 1,672 Vanguard Financials ETF shares in Q2 2026, an estimated $202K.
  • Regal Investment Advisors first reported a position in Vanguard Financials ETF in Q1 2018 and held it in 14 quarters.
  • Regal Investment Advisors's Vanguard Financials ETF position peaked at $290K in Q1 2022.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.