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 Q2	$526K	Sell	3,919 -5	-0.1%	-$638	0.04%	118
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Salomon & Ludwin's VFH Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Financials ETF (VFH) stake by 0.13% in Q2 2026, selling an estimated $638 and leaving 3,919 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #118.

Salomon & Ludwin first reported a position in VFH in Q1 2021 and has held it in 21 quarters since. The position peaked at $939K in Q1 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Salomon & Ludwin held 3,919 shares of Vanguard Financials ETF worth $526K as of Q2 2026.
Salomon & Ludwin sold 5 Vanguard Financials ETF shares in Q2 2026, an estimated $638.
Vanguard Financials ETF made up 0.04% of Salomon & Ludwin's portfolio in Q2 2026, its #118 holding.
Salomon & Ludwin first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 21 quarters since.
Salomon & Ludwin's Vanguard Financials ETF position peaked at $939K in Q1 2024.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.