Sheets Smith Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Sheets Smith Wealth 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	$220K	Buy	1,672 +4	+0.2%	+$510	0.02%	386
2026 Q1	$202K	Buy	1,668 +2	+0.1%	+$255	0.02%	386
2025 Q4	$222K	Buy	1,666 +3	+0.2%	+$390	0.02%	378
2025 Q3	$218K	Sell	1,663 -3	-0.2%	-$388	0.02%	384
2025 Q2	$212K	Buy	+1,666	New	+$199K	0.02%	386
2025 Q1	–	Sell	-2,110	Closed	-$249K	–	393
2024 Q4	$249K	Buy	+2,110	New	+$250K	0.03%	340
2023 Q4	–	Sell	-1,621	Closed	-$130K	–	494
2023 Q3	$130K	Buy	+1,621	New	+$136K	0.02%	331
2022 Q2	–	Sell	-2,577	Closed	-$241K	–	348
2022 Q1	$241K	Sell	2,577 -369	-13%	-$35.3K	0.03%	311
2021 Q4	$284K	Sell	2,946 -291	-9%	-$28.4K	0.04%	315
2021 Q3	$300K	Buy	3,237 +292	+10%	+$26.9K	0.04%	301
2021 Q2	$266K	Sell	2,945 -36	-1%	-$3.25K	0.04%	315
2021 Q1	$252K	Hold	2,981	–	–	0.04%	293
2020 Q4	$217K	Buy	+2,981	New	+$197K	0.03%	313

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

Sheets Smith Wealth Management's VFH Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.24% in Q2 2026, buying an estimated $510 and bringing the position to 1,672 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #386.

Sheets Smith Wealth Management first reported a position in VFH in Q4 2020 and has held it in 13 quarters since. The position peaked at $300K in Q3 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Sheets Smith Wealth Management held 1,672 shares of Vanguard Financials ETF worth $220K as of Q2 2026.
Sheets Smith Wealth Management bought 4 Vanguard Financials ETF shares in Q2 2026, an estimated $510.
Vanguard Financials ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #386 holding.
Sheets Smith Wealth Management first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 13 quarters since.
Sheets Smith Wealth Management's Vanguard Financials ETF position peaked at $300K in Q3 2021.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.