SIMA Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

SIMA Wealth Partners’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	$27.9K	Hold	212	–	–	0.02%	95
2026 Q1	$25.6K	Hold	212	–	–	0.02%	97
2025 Q4	$28.3K	Hold	212	–	–	0.02%	96
2025 Q3	$27.8K	Hold	212	–	–	0.02%	99
2025 Q2	$27K	Hold	212	–	–	0.02%	100
2025 Q1	$25.3K	Hold	212	–	–	0.02%	111
2024 Q4	$25K	Sell	212 -110	-34%	-$13K	0.02%	112
2024 Q3	$35.4K	Hold	322	–	–	0.03%	90
2024 Q2	$32.2K	Buy	+322	New	+$32.1K	0.03%	95

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

SIMA Wealth Partners's VFH Position: Q2 2026 in Review

SIMA Wealth Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 212 shares worth $27.9K. The position accounts for 0.02% of the portfolio, ranked #95.

SIMA Wealth Partners first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.4K in Q3 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

SIMA Wealth Partners held 212 shares of Vanguard Financials ETF worth $27.9K as of Q2 2026.
SIMA Wealth Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of SIMA Wealth Partners's portfolio in Q2 2026, its #95 holding.
SIMA Wealth Partners first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Vanguard Financials ETF position peaked at $35.4K in Q3 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.