RFM
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Royal Fund Management’s Vanguard Financials ETF VFH Stock Holding History

Royal Fund 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 		$3M Buy
22,829
+1,929
+9% +$246K 0.25% 120
2026
Q1 		$2.53M Buy
20,900
+1,898
+10% +$242K 0.24% 121
2025
Q4 		$2.54M Buy
19,002
+3,106
+20% +$403K 0.23% 123
2025
Q3 		$2.09M Sell
15,896
-599
-4% -$77.6K 0.25% 116
2025
Q2 		$2.11M Buy
16,495
+424
+3% +$50.6K 0.21% 141
2025
Q1 		$1.94M Sell
16,071
-14,745
-48% -$1.8M 0.22% 137
2024
Q4 		$3.67M Buy
30,816
+1,982
+7% +$234K 0.34% 92
2024
Q3 		$3.19M Buy
28,834
+16,285
+130% +$1.73M 0.19% 126
2024
Q2 		$1.26M Sell
12,549
-1,711
-12% -$171K 0.1% 171
2024
Q1 		$1.46M Buy
14,260
+1,209
+9% +$116K 0.14% 172
2023
Q4 		$1.21M Buy
13,051
+1,568
+14% +$132K 0.13% 175
2023
Q3 		$922K Buy
11,483
+2,595
+29% +$217K 0.12% 174
2023
Q2 		$722K Buy
8,888
+2,215
+33% +$174K 0.09% 192
2023
Q1 		$520K Buy
6,673
+3,348
+101% +$283K 0.07% 203
2022
Q4 		$275K Buy
+3,325
New +$275K 0.04% 223
2020
Q2 		– Sell
-229
Closed -$11K – 560
2020
Q1 		$11K Hold
229
– – ﹤0.01% 362
2019
Q4 		$17K Hold
229
– – ﹤0.01% 363
2019
Q3 		$16K Hold
229
– – ﹤0.01% 363
2019
Q2 		$15K Sell
229
-39
-15% -$2.65K ﹤0.01% 353
2019
Q1 		$17K Hold
268
– – 0.01% 324
2018
Q4 		$15K Buy
268
+39
+17% +$2.53K 0.01% 302
2018
Q3 		$15K Sell
229
-410
-64% -$29K ﹤0.01% 299
2018
Q2 		$43K Buy
639
+192
+43% +$13.4K 0.01% 213
2018
Q1 		$31K Buy
447
+37
+9% +$2.67K 0.01% 242
2017
Q4 		$28K Hold
410
– – 0.01% 252
2017
Q3 		$26K Buy
+410
New +$25.9K 0.01% 220

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

Royal Fund Management's VFH Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard Financials ETF (VFH) stake by 9.2% in Q2 2026, buying an estimated $246K and bringing the position to 22,829 shares worth $3M. The position accounts for 0.25% of the portfolio, ranked #120.

Royal Fund Management first reported a position in VFH in Q3 2017 and has held it in 26 quarters since. The position peaked at $3.67M in Q4 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Royal Fund Management held 22,829 shares of Vanguard Financials ETF worth $3M as of Q2 2026.
  • Royal Fund Management bought 1,929 Vanguard Financials ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Financials ETF made up 0.25% of Royal Fund Management's portfolio in Q2 2026, its #120 holding.
  • Royal Fund Management first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 26 quarters since.
  • Royal Fund Management's Vanguard Financials ETF position peaked at $3.67M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.