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Salem Investment Counselors’s Vanguard Financials ETF VFH Stock Holding History

Salem Investment Counselors’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 		$13.2K Hold
100
– – ﹤0.01% 857
2026
Q1 		$12.1K Buy
+100
New +$12.8K ﹤0.01% 845
2025
Q4 		– Sell
-100
Closed -$13.1K – 1108
2025
Q3 		$13.1K Hold
100
– – ﹤0.01% 826
2025
Q2 		$12.7K Hold
100
– – ﹤0.01% 808
2025
Q1 		$11.9K Hold
100
– – ﹤0.01% 811
2024
Q4 		$11.8K Hold
100
– – ﹤0.01% 808
2024
Q3 		$11K Hold
100
– – ﹤0.01% 830
2024
Q2 		$10K Hold
100
– – ﹤0.01% 837
2024
Q1 		$10.2K Hold
100
– – ﹤0.01% 832
2023
Q4 		$9.23K Hold
100
– – ﹤0.01% 830
2023
Q3 		$8.08K Hold
100
– – ﹤0.01% 831
2023
Q2 		$8.17K Hold
100
– – ﹤0.01% 859
2023
Q1 		$7.79K Hold
100
– – ﹤0.01% 857
2022
Q4 		$8.27K Hold
100
– – ﹤0.01% 808
2022
Q3 		$7K Hold
100
– – ﹤0.01% 825
2022
Q2 		$8K Hold
100
– – ﹤0.01% 828
2022
Q1 		$9K Sell
100
-68
-40% -$6.51K ﹤0.01% 775
2021
Q4 		$16K Sell
168
-792
-83% -$77.2K ﹤0.01% 752
2021
Q3 		$89K Buy
960
+860
+860% +$79.3K ﹤0.01% 426
2021
Q2 		$9K Hold
100
– – ﹤0.01% 734
2021
Q1 		$8K Hold
100
– – ﹤0.01% 718
2020
Q4 		$7K Hold
100
– – ﹤0.01% 687
2020
Q3 		$6K Hold
100
– – ﹤0.01% 603
2020
Q2 		$6K Hold
100
– – ﹤0.01% 587
2020
Q1 		$5K Hold
100
– – ﹤0.01% 577
2019
Q4 		$8K Buy
+100
New +$7.3K ﹤0.01% 580

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

Salem Investment Counselors's VFH Position: Q2 2026 in Review

Salem Investment Counselors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 100 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Salem Investment Counselors first reported a position in VFH in Q4 2019 and has held it in 26 quarters since. The position peaked at $89K in Q3 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Salem Investment Counselors held 100 shares of Vanguard Financials ETF worth $13.2K as of Q2 2026.
  • Salem Investment Counselors left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #857 holding.
  • Salem Investment Counselors first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 26 quarters since.
  • Salem Investment Counselors's Vanguard Financials ETF position peaked at $89K in Q3 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.