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Savant Capital’s Vanguard Financials ETF VFH Stock Holding History

Savant Capital’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 		$1.16M Buy
8,996
+5,046
+128% +$644K ﹤0.01% 820
2026
Q1 		$477K Buy
3,950
+849
+27% +$108K ﹤0.01% 935
2025
Q4 		$414K Buy
3,101
+343
+12% +$44.6K ﹤0.01% 913
2025
Q3 		$362K Sell
2,758
-610
-18% -$79K ﹤0.01% 932
2025
Q2 		$429K Buy
3,368
+1,187
+54% +$142K ﹤0.01% 810
2025
Q1 		$261K Buy
2,181
+156
+8% +$19K ﹤0.01% 899
2024
Q4 		$239K Sell
2,025
-81
-4% -$9.58K ﹤0.01% 1228
2024
Q3 		$231K Buy
2,106
+14
+0.7% +$1.48K ﹤0.01% 1214
2024
Q2 		$209K Buy
2,092
+84
+4% +$8.39K ﹤0.01% 1120
2024
Q1 		$206K Buy
+2,008
New +$193K ﹤0.01% 1031

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

Savant Capital's VFH Position: Q2 2026 in Review

Savant Capital increased its Vanguard Financials ETF (VFH) stake by 128% in Q2 2026, buying an estimated $644K and bringing the position to 8,996 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Savant Capital first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Savant Capital held 8,996 shares of Vanguard Financials ETF worth $1.16M as of Q2 2026.
  • Savant Capital bought 5,046 Vanguard Financials ETF shares in Q2 2026, an estimated $644K.
  • Vanguard Financials ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #820 holding.
  • Savant Capital first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.