SBI Securities’s Vanguard Financials ETF VFH Stock Holding History

SBI Securities’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	$519K	Sell	3,943 -181	-4%	-$23.1K	0.01%	416
2026 Q1	$498K	Buy	4,124 +36	+0.9%	+$4.59K	0.01%	402
2025 Q4	$546K	Sell	4,088 -45	-1%	-$5.84K	0.01%	385
2025 Q3	$542K	Sell	4,133 -382	-8%	-$49.5K	0.01%	371
2025 Q2	$575K	Sell	4,515 -129	-3%	-$15.4K	0.02%	344
2025 Q1	$555K	Sell	4,644 -127	-3%	-$15.5K	0.02%	327
2024 Q4	$563K	Buy	+4,771	New	+$564K	0.02%	329

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

SBI Securities's VFH Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Financials ETF (VFH) stake by 4.4% in Q2 2026, selling an estimated $23.1K and leaving 3,943 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #416.

SBI Securities first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q2 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

SBI Securities held 3,943 shares of Vanguard Financials ETF worth $519K as of Q2 2026.
SBI Securities sold 181 Vanguard Financials ETF shares in Q2 2026, an estimated $23.1K.
Vanguard Financials ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #416 holding.
SBI Securities first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Vanguard Financials ETF position peaked at $575K in Q2 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.