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Spire Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Spire Wealth 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 		$95.4K Hold
725
– – ﹤0.01% 990
2026
Q1 		$87.6K Hold
725
– – ﹤0.01% 1007
2025
Q4 		$96.8K Hold
725
– – ﹤0.01% 999
2025
Q3 		$95.1K Hold
725
– – ﹤0.01% 1001
2025
Q2 		$92.3K Sell
725
-706
-49% -$84.2K ﹤0.01% 1003
2025
Q1 		$171K Sell
1,431
-889
-38% -$108K 0.01% 862
2024
Q4 		$274K Buy
2,320
+481
+26% +$56.9K 0.01% 731
2024
Q3 		$202K Buy
1,839
+857
+87% +$90.8K 0.01% 726
2024
Q2 		$98.1K Sell
982
-1,955
-67% -$195K ﹤0.01% 899
2024
Q1 		$301K Buy
2,937
+1,686
+135% +$162K 0.01% 664
2023
Q4 		$116K Buy
1,251
+368
+42% +$30.9K ﹤0.01% 954
2023
Q3 		$70.9K Buy
883
+51
+6% +$4.26K ﹤0.01% 1049
2023
Q2 		$67.6K Buy
832
+30
+4% +$2.35K ﹤0.01% 1092
2023
Q1 		$62.5K Sell
802
-310
-28% -$26.2K ﹤0.01% 1107
2022
Q4 		$92K Buy
1,112
+26
+2% +$2.15K 0.01% 778
2022
Q3 		$81K Sell
1,086
-78
-7% -$6.34K ﹤0.01% 783
2022
Q2 		$90K Sell
1,164
-1,182
-50% -$99.8K ﹤0.01% 1076
2022
Q1 		$219K Sell
2,346
-311
-12% -$29.8K 0.01% 854
2021
Q4 		$257K Buy
2,657
+550
+26% +$53.6K 0.01% 985
2021
Q3 		$195K Buy
2,107
+769
+57% +$70.9K 0.01% 941
2021
Q2 		$121K Sell
1,338
-394
-23% -$35.6K ﹤0.01% 1119
2021
Q1 		$147K Buy
+1,732
New +$138K ﹤0.01% 1205

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

Spire Wealth Management's VFH Position: Q2 2026 in Review

Spire Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 725 shares worth $95.4K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Spire Wealth Management first reported a position in VFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $301K in Q1 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Spire Wealth Management held 725 shares of Vanguard Financials ETF worth $95.4K as of Q2 2026.
  • Spire Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #990 holding.
  • Spire Wealth Management first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Financials ETF position peaked at $301K in Q1 2024.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.