Steward Partners Investment Advisory’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.86M | Sell |
14,146
-81
| -0.6% | -$10.3K | 0.01% | 959 |
|
|
2026
Q1 | $1.72M | Sell |
14,227
-138
| -1% | -$17.6K | 0.01% | 917 |
|
|
2025
Q4 | $1.92M | Buy |
14,365
+694
| +5% | +$90.1K | 0.01% | 798 |
|
|
2025
Q3 | $1.79M | Buy |
13,671
+902
| +7% | +$117K | 0.01% | 815 |
|
|
2025
Q2 | $1.63M | Buy |
12,769
+226
| +2% | +$26.9K | 0.01% | 786 |
|
|
2025
Q1 | $1.5M | Buy |
12,543
+140
| +1% | +$17.1K | 0.01% | 765 |
|
|
2024
Q4 | $1.46M | Sell |
12,403
-411
| -3% | -$48.6K | 0.01% | 736 |
|
|
2024
Q3 | $1.41M | Buy |
12,814
+1,964
| +18% | +$208K | 0.01% | 743 |
|
|
2024
Q2 | $1.08M | Sell |
10,850
-134
| -1% | -$13.4K | 0.01% | 784 |
|
|
2024
Q1 | $1.12M | Buy |
10,984
+227
| +2% | +$21.8K | 0.01% | 749 |
|
|
2023
Q4 | $992K | Sell |
10,757
-1,314
| -11% | -$110K | 0.01% | 728 |
|
|
2023
Q3 | $970K | Sell |
12,071
-729
| -6% | -$60.9K | 0.01% | 683 |
|
|
2023
Q2 | $1.04M | Sell |
12,800
-1,297
| -9% | -$102K | 0.02% | 682 |
|
|
2023
Q1 | $1.1M | Sell |
14,097
-485
| -3% | -$41K | 0.02% | 663 |
|
|
2022
Q4 | $1.21M | Sell |
14,582
-34,738
| -70% | -$2.87M | 0.02% | 601 |
|
|
2022
Q3 | $3.67M | Buy |
49,320
+7,129
| +17% | +$580K | 0.07% | 282 |
|
|
2022
Q2 | $3.26M | Sell |
42,191
-3,152
| -7% | -$266K | 0.06% | 316 |
|
|
2022
Q1 | $4.24M | Buy |
45,343
+25,173
| +125% | +$2.41M | 0.07% | 298 |
|
|
2021
Q4 | $1.95M | Buy |
20,170
+7,793
| +63% | +$759K | 0.03% | 501 |
|
|
2021
Q3 | $1.15M | Buy |
12,377
+265
| +2% | +$24.4K | 0.02% | 614 |
|
|
2021
Q2 | $1.1M | Sell |
12,112
-547
| -4% | -$49.4K | 0.02% | 632 |
|
|
2021
Q1 | $1.07M | Buy |
12,659
+3,098
| +32% | +$247K | 0.02% | 622 |
|
|
2020
Q4 | $697K | Sell |
9,561
-419
| -4% | -$27.7K | 0.02% | 667 |
|
|
2020
Q3 | $584K | Buy |
9,980
+64
| +0.6% | +$3.81K | 0.01% | 618 |
|
|
2020
Q2 | $567K | Sell |
9,916
-2,065
| -17% | -$115K | 0.02% | 588 |
|
|
2020
Q1 | $607K | Sell |
11,981
-1,864
| -13% | -$127K | 0.02% | 518 |
|
|
2019
Q4 | $1.06M | Sell |
13,845
-525
| -4% | -$38.3K | 0.03% | 444 |
|
|
2019
Q3 | $1M | Sell |
14,370
-5,742
| -29% | -$397K | 0.03% | 407 |
|
|
2019
Q2 | $1.39M | Buy |
20,112
+5,283
| +36% | +$358K | 0.05% | 321 |
|
|
2019
Q1 | $957K | Sell |
14,829
-1,775
| -11% | -$115K | 0.04% | 371 |
|
|
2018
Q4 | $985K | Sell |
16,604
-22,269
| -57% | -$1.45M | 0.05% | 337 |
|
|
2018
Q3 | $2.7M | Buy |
38,873
+8,813
| +29% | +$623K | 0.13% | 180 |
|
|
2018
Q2 | $2.03M | Buy |
30,060
+1,781
| +6% | +$124K | 0.12% | 189 |
|
|
2018
Q1 | $1.96M | Buy |
28,279
+12,103
| +75% | +$873K | 0.13% | 171 |
|
|
2017
Q4 | $1.13M | Sell |
16,176
-47
| -0.3% | -$3.19K | 0.09% | 213 |
|
|
2017
Q3 | $1.06M | Buy |
16,223
+421
| +3% | +$26.6K | 0.11% | 182 |
|
|
2017
Q2 | $988K | Sell |
15,802
-5,253
| -25% | -$317K | 0.11% | 178 |
|
|
2017
Q1 | $1.27M | Buy |
21,055
+20,818
| +8,784% | +$1.27M | 0.19% | 110 |
|
|
2016
Q4 | $14K | Buy |
+237
| New | +$12.9K | 0.01% | 504 |
|
Other funds holding VFH
PCH
Steward Partners Investment Advisory's VFH Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its Vanguard Financials ETF (VFH) stake by 0.57% in Q2 2026, selling an estimated $10.3K and leaving 14,146 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #959.
Steward Partners Investment Advisory first reported a position in VFH in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.24M in Q1 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.
- Steward Partners Investment Advisory held 14,146 shares of Vanguard Financials ETF worth $1.86M as of Q2 2026.
- Steward Partners Investment Advisory sold 81 Vanguard Financials ETF shares in Q2 2026, an estimated $10.3K.
- Vanguard Financials ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #959 holding.
- Steward Partners Investment Advisory first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's Vanguard Financials ETF position peaked at $4.24M in Q1 2022.
- 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.