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SHP Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

SHP 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 		$60.7K Buy
461
+185
+67% +$23.6K ﹤0.01% 501
2026
Q1 		$33.3K Hold
276
– – ﹤0.01% 593
2025
Q4 		$36.8K Buy
+276
New +$35.9K ﹤0.01% 547

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

SHP Wealth Management's VFH Position: Q2 2026 in Review

SHP Wealth Management increased its Vanguard Financials ETF (VFH) stake by 67% in Q2 2026, buying an estimated $23.6K and bringing the position to 461 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

SHP Wealth Management first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • SHP Wealth Management held 461 shares of Vanguard Financials ETF worth $60.7K as of Q2 2026.
  • SHP Wealth Management bought 185 Vanguard Financials ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard Financials ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #501 holding.
  • SHP Wealth Management first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.