Spectrum Financial Alliance’s Vanguard Financials ETF VFH Stock Holding History

Spectrum Financial Alliance’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	$297K	Hold	2,260	–	–	0.04%	24
2026 Q1	$273K	Hold	2,260	–	–	0.05%	24
2025 Q4	$302K	Hold	2,260	–	–	0.06%	21
2025 Q3	$297K	Buy	2,260 +311	+16%	+$40.3K	0.07%	19
2025 Q2	$247K	Hold	1,949	–	–	0.07%	21
2025 Q1	$233K	Hold	1,949	–	–	0.08%	17
2024 Q4	$230K	Hold	1,949	–	–	0.08%	18
2024 Q3	$214K	Buy	+1,949	New	+$207K	0.08%	17

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

Spectrum Financial Alliance's VFH Position: Q2 2026 in Review

Spectrum Financial Alliance held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,260 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #24.

Spectrum Financial Alliance first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $302K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Spectrum Financial Alliance held 2,260 shares of Vanguard Financials ETF worth $297K as of Q2 2026.
Spectrum Financial Alliance left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.04% of Spectrum Financial Alliance's portfolio in Q2 2026, its #24 holding.
Spectrum Financial Alliance first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Spectrum Financial Alliance's Vanguard Financials ETF position peaked at $302K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.