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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
Q2 		$357K Buy
2,709
+16
+0.6% +$2.04K 0.02% 435
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 $1.55T 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

Soltis Investment Advisors's VFH Position: Q2 2026 in Review

Soltis Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 0.59% in Q2 2026, buying an estimated $2.04K and bringing the position to 2,709 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #435.

Soltis Investment Advisors first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Soltis Investment Advisors held 2,709 shares of Vanguard Financials ETF worth $357K as of Q2 2026.
  • Soltis Investment Advisors bought 16 Vanguard Financials ETF shares in Q2 2026, an estimated $2.04K.
  • Vanguard Financials ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #435 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Soltis Investment Advisors's Vanguard Financials ETF position peaked at $358K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.