SL
VFH icon

Salomon & Ludwin’s Vanguard Financials ETF VFH Stock Holding History

Salomon & Ludwin’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
Q1 		$476K Sell
3,924
-50
-1% -$6.38K 0.04% 119
2025
Q4 		$544K Sell
3,974
-2
-0.1% -$260 0.05% 111
2025
Q3 		$521K Buy
3,976
+5
+0.1% +$647 0.05% 117
2025
Q2 		$510K Sell
3,971
-91
-2% -$10.8K 0.05% 104
2025
Q1 		$485K Sell
4,062
-46
-1% -$5.61K 0.05% 103
2024
Q4 		$485K Sell
4,108
-109
-3% -$12.9K 0.05% 100
2024
Q3 		$463K Sell
4,217
-2,416
-36% -$256K 0.05% 109
2024
Q2 		$663K Sell
6,633
-2,537
-28% -$253K 0.07% 96
2024
Q1 		$939K Buy
9,170
+8,719
+1,933% +$837K 0.08% 93
2023
Q4 		$36.2K Hold
451
– – ﹤0.01% 344
2023
Q3 		$36.2K Sell
451
-2,211
-83% -$185K ﹤0.01% 344
2023
Q2 		$216K Hold
2,662
– – 0.02% 167
2023
Q1 		$207K Hold
2,662
– – 0.02% 161
2022
Q4 		$220K Buy
+2,662
New +$220K 0.03% 157
2022
Q3 		– Sell
-2,662
Closed -$205K – 148
2022
Q2 		$205K Hold
2,662
– – 0.03% 123
2022
Q1 		$249K Hold
2,662
– – 0.04% 110
2021
Q4 		$257K Hold
2,662
– – 0.04% 101
2021
Q3 		$247K Hold
2,662
– – 0.04% 87
2021
Q2 		$241K Hold
2,662
– – 0.04% 75
2021
Q1 		$225K Buy
+2,662
New +$212K 0.04% 71

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return