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Spartan Wealth Advisory Services LLC’s Vanguard Financials ETF VFH Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$263K Hold
2,000
– – 0.02% 281
2026
Q1 		$242K Buy
+2,000
New +$255K 0.02% 278

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UBS Group
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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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's VFH Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,000 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #281.

Spartan Wealth Advisory Services LLC first reported a position in VFH in Q1 2026 and has held it in 2 quarters since. 732 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,000 shares of Vanguard Financials ETF worth $263K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #281 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Vanguard Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.