Rialto Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Rialto Wealth Management’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	$81.5K	Hold	619	–	–	0.02%	279
2026 Q1	$74.8K	Hold	619	–	–	0.02%	246
2025 Q4	$82.6K	Hold	619	–	–	0.02%	230
2025 Q3	$81.2K	Hold	619	–	–	0.02%	218
2025 Q2	$78.8K	Hold	619	–	–	0.02%	222
2025 Q1	$74K	Hold	619	–	–	0.02%	225
2024 Q4	$73.1K	Buy	+619	New	+$73.2K	0.02%	225

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rialto Wealth Management's VFH Position: Q2 2026 in Review

Rialto Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 619 shares worth $81.5K. The position accounts for 0.02% of the portfolio, ranked #279.

Rialto Wealth Management first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.6K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Rialto Wealth Management held 619 shares of Vanguard Financials ETF worth $81.5K as of Q2 2026.
Rialto Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #279 holding.
Rialto Wealth Management first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's Vanguard Financials ETF position peaked at $82.6K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.