Simplex Trading
VFH icon

Simplex Trading’s Vanguard Financials ETF VFH Stock Holding History

Simplex Trading’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
2015
Q1 		– Sell
-5
Closed -$1K – 5641
2014
Q4 		$1K Buy
+5
New +$240 ﹤0.01% 4302

Other funds holding VFH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Simplex Trading's VFH Position: Q3 2026 in Review

Simplex Trading opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 203 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #6797 among its holdings. This is a return to the name: Simplex Trading previously reported a position in VFH as recently as Q4 2021.

Simplex Trading first reported a position in VFH in Q2 2015 and has held it in 16 quarters since. The position peaked at $498K in Q4 2020. 631 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Simplex Trading held 203 shares of Vanguard Financials ETF worth $26.4K as of Q3 2026.
  • Vanguard Financials ETF was a new Simplex Trading position in Q3 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #6797 holding.
  • Simplex Trading first reported a position in Vanguard Financials ETF in Q2 2015 and has held it in 16 quarters since.
  • Simplex Trading's Vanguard Financials ETF position peaked at $498K in Q4 2020.
  • 631 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.