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Safeguard Investment Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Safeguard Investment Advisory Group’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 		$592K Sell
4,499
-665
-13% -$84.8K 0.14% 75
2026
Q1 		$618K Buy
5,164
+169
+3% +$21.6K 0.17% 60
2025
Q4 		$667K Buy
4,995
+38
+0.8% +$4.94K 0.17% 56
2025
Q3 		$651K Sell
4,957
-1,169
-19% -$151K 0.16% 62
2025
Q2 		$780K Buy
6,126
+41
+0.7% +$4.89K 0.19% 57
2025
Q1 		$727K Buy
6,085
+20
+0.3% +$2.44K 0.2% 51
2024
Q4 		$716K Sell
6,065
-15
-0.2% -$1.77K 0.2% 51
2024
Q3 		$668K Sell
6,080
-119
-2% -$12.6K 0.19% 48
2024
Q2 		$619K Sell
6,199
-520
-8% -$51.9K 0.19% 47
2024
Q1 		$688K Sell
6,719
-698
-9% -$67K 0.23% 46
2023
Q4 		$684K Sell
7,417
-296
-4% -$24.9K 0.26% 43
2023
Q3 		$620K Sell
7,713
-395
-5% -$33K 0.27% 43
2023
Q2 		$659K Sell
8,108
-784
-9% -$61.5K 0.28% 43
2023
Q1 		$693K Sell
8,892
-416
-4% -$35.2K 0.33% 38
2022
Q4 		$770K Sell
9,308
-33
-0.4% -$2.73K 0.47% 38
2022
Q3 		$695K Sell
9,341
-322
-3% -$26.2K 0.48% 38
2022
Q2 		$902K Hold
9,663
– – 0.56% 36
2022
Q1 		$902K Buy
9,663
+917
+10% +$87.8K 0.62% 31
2021
Q4 		$844K Sell
8,746
-62
-0.7% -$6.04K 0.49% 36
2021
Q3 		$816K Sell
8,808
-169
-2% -$15.6K 0.53% 35
2021
Q2 		$812K Sell
8,977
-2,441
-21% -$221K 0.58% 31
2021
Q1 		$964K Buy
11,418
+141
+1% +$11.2K 0.86% 27
2020
Q4 		$821K Buy
+11,277
New +$745K 0.73% 26

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

Safeguard Investment Advisory Group's VFH Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Vanguard Financials ETF (VFH) stake by 13% in Q2 2026, selling an estimated $84.8K and leaving 4,499 shares worth $592K. The position accounts for 0.14% of the portfolio, ranked #75.

Safeguard Investment Advisory Group first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. The position peaked at $964K in Q1 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Safeguard Investment Advisory Group held 4,499 shares of Vanguard Financials ETF worth $592K as of Q2 2026.
  • Safeguard Investment Advisory Group sold 665 Vanguard Financials ETF shares in Q2 2026, an estimated $84.8K.
  • Vanguard Financials ETF made up 0.14% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Safeguard Investment Advisory Group first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • Safeguard Investment Advisory Group's Vanguard Financials ETF position peaked at $964K in Q1 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.