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Simplicity Wealth’s Vanguard Financials ETF VFH Stock Holding History

Simplicity Wealth’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 		$1.32M Buy
+10,030
New +$1.28M 0.04% 361
2024
Q3 		– Sell
-14,113
Closed -$1.41M – 1180
2024
Q2 		$1.41M Sell
14,113
-2,983
-17% -$298K 0.03% 430
2024
Q1 		$1.75M Buy
+17,096
New +$1.64M 0.04% 374

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

Simplicity Wealth's VFH Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 10,030 shares worth $1.32M. The stake represents 0.04% of the portfolio and ranks #361 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in VFH as recently as Q2 2024.

Simplicity Wealth first reported a position in VFH in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.75M in Q1 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Simplicity Wealth held 10,030 shares of Vanguard Financials ETF worth $1.32M as of Q2 2026.
  • Vanguard Financials ETF was a new Simplicity Wealth position in Q2 2026.
  • Vanguard Financials ETF made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #361 holding.
  • Simplicity Wealth first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Vanguard Financials ETF position peaked at $1.75M in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.