Strategic Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Strategic Wealth Partners’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 Q1	$87.7K	Sell	726 -2,762	-79%	-$352K	0.01%	413
2025 Q4	$466K	Buy	3,488 +894	+34%	+$116K	0.03%	212
2025 Q3	$340K	Sell	2,594 -398	-13%	-$51.5K	0.03%	266
2025 Q2	$381K	Buy	+2,992	New	+$357K	0.03%	244
2024 Q4	$9.63M	Buy	76,183 +1,854	+2%	+$219K	0.8%	40
2024 Q3	$8.17M	Buy	+74,329	New	+$7.88M	0.79%	40
2024 Q2	–	Sell	-75,010	Closed	-$7.68M	–	305
2024 Q1	$7.68M	Buy	75,010 +7,169	+11%	+$688K	0.84%	32
2023 Q4	$6.26M	Buy	67,841 +1,119	+2%	+$94K	0.77%	35
2023 Q3	$5.36M	Buy	66,722 +3,438	+5%	+$287K	0.71%	32
2023 Q2	$5.14M	Buy	+63,284	New	+$4.97M	0.67%	31
2019 Q4	–	Sell	-76	Closed	-$5	–	488
2019 Q3	$5	Buy	+76	New	+$5.25K	﹤0.01%	639
2019 Q1	–	Sell	-56	Closed	-$3K	–	816
2018 Q4	$3K	Buy	+56	New	+$3.63K	﹤0.01%	627

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's VFH Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Financials ETF (VFH) stake by 79% in Q1 2026, selling an estimated $352K and leaving 726 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #413.

Strategic Wealth Partners first reported a position in VFH in Q4 2018 and has held it in 12 quarters since. The position peaked at $9.63M in Q4 2024. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Strategic Wealth Partners held 726 shares of Vanguard Financials ETF worth $87.7K as of Q1 2026.
Strategic Wealth Partners sold 2,762 Vanguard Financials ETF shares in Q1 2026, an estimated $352K.
Vanguard Financials ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #413 holding.
Strategic Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 12 quarters since.
Strategic Wealth Partners's Vanguard Financials ETF position peaked at $9.63M in Q4 2024.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.