SCS Capital Management’s Vanguard Financials ETF VFH Stock Holding History

SCS Capital Management’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	$1.5M	Sell	11,369 -3,109	-21%	-$397K	0.01%	241
2026 Q1	$1.75M	Sell	14,478 -135	-0.9%	-$17.2K	0.02%	214
2025 Q4	$1.95M	Sell	14,613 -1,774	-11%	-$230K	0.02%	216
2025 Q3	$2.15M	Buy	16,387 +1	+0%	+$129	0.02%	211
2025 Q2	$2.09M	Sell	16,386 -2,232	-12%	-$266K	0.02%	221
2025 Q1	$2.22M	Buy	+18,618	New	+$2.27M	0.03%	192

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

SCS Capital Management's VFH Position: Q2 2026 in Review

SCS Capital Management reduced its Vanguard Financials ETF (VFH) stake by 21% in Q2 2026, selling an estimated $397K and leaving 11,369 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #241.

SCS Capital Management first reported a position in VFH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

SCS Capital Management held 11,369 shares of Vanguard Financials ETF worth $1.5M as of Q2 2026.
SCS Capital Management sold 3,109 Vanguard Financials ETF shares in Q2 2026, an estimated $397K.
Vanguard Financials ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #241 holding.
SCS Capital Management first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's Vanguard Financials ETF position peaked at $2.22M in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.