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 Q2	$76.7K	Sell	583 -143	-20%	-$18.2K	﹤0.01%	449
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 $1.55T 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

Strategic Wealth Partners's VFH Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vanguard Financials ETF (VFH) stake by 20% in Q2 2026, selling an estimated $18.2K and leaving 583 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Strategic Wealth Partners first reported a position in VFH in Q4 2018 and has held it in 13 quarters since. The position peaked at $9.63M in Q4 2024. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Strategic Wealth Partners held 583 shares of Vanguard Financials ETF worth $76.7K as of Q2 2026.
Strategic Wealth Partners sold 143 Vanguard Financials ETF shares in Q2 2026, an estimated $18.2K.
Vanguard Financials ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #449 holding.
Strategic Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 13 quarters since.
Strategic Wealth Partners's Vanguard Financials ETF position peaked at $9.63M in Q4 2024.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.