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Robertson Stephens Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Robertson Stephens 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 		$3.67M Sell
27,895
-37,200
-57% -$4.75M 0.09% 150
2026
Q1 		$7.86M Sell
65,095
-695
-1% -$88.6K 0.22% 89
2025
Q4 		$8.78M Buy
65,790
+5,839
+10% +$758K 0.23% 85
2025
Q3 		$7.87M Buy
59,951
+1,115
+2% +$144K 0.24% 75
2025
Q2 		$7.49M Sell
58,836
-886
-1% -$106K 0.24% 79
2025
Q1 		$7.14M Buy
59,722
+333
+0.6% +$40.6K 0.25% 78
2024
Q4 		$7.01M Sell
59,389
-11,768
-17% -$1.39M 0.25% 80
2024
Q3 		$7.86M Buy
71,157
+56,194
+376% +$5.96M 0.28% 78
2024
Q2 		$1.5M Sell
14,963
-13,144
-47% -$1.31M 0.08% 173
2024
Q1 		$2.88M Buy
28,107
+8,231
+41% +$790K 0.15% 116
2023
Q4 		$1.83M Sell
19,876
-309
-2% -$26K 0.11% 150
2023
Q3 		$1.63M Sell
20,185
-1,327
-6% -$111K 0.11% 160
2023
Q2 		$1.76M Sell
21,512
-2,352
-10% -$185K 0.12% 141
2023
Q1 		$1.86M Buy
23,864
+1,550
+7% +$131K 0.14% 131
2022
Q4 		$1.85M Buy
22,314
+12,718
+133% +$1.05M 0.18% 113
2022
Q3 		$718K Sell
9,596
-1,447
-13% -$118K 0.07% 185
2022
Q2 		$852K Buy
11,043
+3,671
+50% +$310K 0.08% 173
2022
Q1 		$688K Hold
7,372
– – 0.06% 221
2021
Q4 		$711K Buy
7,372
+69
+0.9% +$6.72K 0.06% 220
2021
Q3 		$680K Hold
7,303
– – 0.08% 165
2021
Q2 		$660K Sell
7,303
-3,087
-30% -$279K 0.08% 174
2021
Q1 		$877K Buy
10,390
+598
+6% +$47.7K 0.14% 113
2020
Q4 		$713K Hold
9,792
– – 0.15% 114
2020
Q3 		$572K Buy
+9,792
New +$582K 0.14% 123

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

Robertson Stephens Wealth Management's VFH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 57% in Q2 2026, selling an estimated $4.75M and leaving 27,895 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #150.

Robertson Stephens Wealth Management first reported a position in VFH in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.78M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Robertson Stephens Wealth Management held 27,895 shares of Vanguard Financials ETF worth $3.67M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 37,200 Vanguard Financials ETF shares in Q2 2026, an estimated $4.75M.
  • Vanguard Financials ETF made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Financials ETF position peaked at $8.78M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.