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Soltis Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Soltis Investment Advisors’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
Q1 		$325K Buy
2,693
+8
+0.3% +$1.02K 0.02% 428
2025
Q4 		$358K Buy
+2,685
New +$349K 0.02% 375

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Soltis Investment Advisors's VFH Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 0.3% in Q1 2026, buying an estimated $1.02K and bringing the position to 2,693 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #428.

Soltis Investment Advisors first reported a position in VFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $358K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Soltis Investment Advisors held 2,693 shares of Vanguard Financials ETF worth $325K as of Q1 2026.
  • Soltis Investment Advisors bought 8 Vanguard Financials ETF shares in Q1 2026, an estimated $1.02K.
  • Vanguard Financials ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #428 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Soltis Investment Advisors's Vanguard Financials ETF position peaked at $358K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.