Smartleaf Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Smartleaf Asset 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	$258K	Hold	1,959	–	–	0.01%	734
2026 Q1	$232K	Buy	1,959 +6	+0.3%	+$765	0.01%	733
2025 Q4	$263K	Buy	1,953 +1,832	+1,514%	+$238K	0.01%	693
2025 Q3	$16K	Hold	121	–	–	﹤0.01%	1903
2025 Q2	$15.3K	Hold	121	–	–	﹤0.01%	1670
2025 Q1	$14.3K	Hold	121	–	–	﹤0.01%	1776
2024 Q4	$14.3K	Hold	121	–	–	﹤0.01%	1836
2024 Q3	$13.3K	Sell	121 -20	-14%	-$2.12K	﹤0.01%	1594
2024 Q2	$14.1K	Buy	141 +20	+17%	+$2K	﹤0.01%	1214
2024 Q1	$12.3K	Hold	121	–	–	﹤0.01%	967
2023 Q4	$0	Buy	+121	New	+$10.2K	﹤0.01%	1238

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

Smartleaf Asset Management's VFH Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,959 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #734.

Smartleaf Asset Management first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $263K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Smartleaf Asset Management held 1,959 shares of Vanguard Financials ETF worth $258K as of Q2 2026.
Smartleaf Asset Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #734 holding.
Smartleaf Asset Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Vanguard Financials ETF position peaked at $263K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.