SWA
VFH icon

Stratos Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Stratos Wealth Advisors’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 		$1.29M Sell
9,811
-75
-0.8% -$9.57K 0.07% 244
2026
Q1 		$1.19M Sell
9,886
-221
-2% -$28.2K 0.07% 248
2025
Q4 		$1.35M Sell
10,107
-133
-1% -$17.3K 0.07% 269
2025
Q3 		$1.34M Sell
10,240
-25
-0.2% -$3.24K 0.06% 278
2025
Q2 		$1.31M Sell
10,265
-259
-2% -$30.9K 0.07% 275
2025
Q1 		$1.26M Hold
10,524
– – 0.07% 268
2024
Q4 		$1.24M Sell
10,524
-39
-0.4% -$4.61K 0.06% 298
2024
Q3 		$1.16M Sell
10,563
-286
-3% -$30.3K 0.05% 326
2024
Q2 		$1.08M Buy
10,849
+396
+4% +$39.5K 0.05% 318
2024
Q1 		$1.07M Sell
10,453
-100
-0.9% -$9.6K 0.06% 314
2023
Q4 		$974K Buy
10,553
+2
+0% +$168 0.06% 335
2023
Q3 		$847K Sell
10,551
-168
-2% -$14K 0.06% 338
2023
Q2 		$871K Sell
10,719
-14
-0.1% -$1.1K 0.06% 333
2023
Q1 		$836K Sell
10,733
-451
-4% -$38.2K 0.06% 324
2022
Q4 		$925K Buy
11,184
+34
+0.3% +$2.81K 0.08% 289
2022
Q3 		$830K Sell
11,150
-121
-1% -$9.84K 0.09% 270
2022
Q2 		$870K Sell
11,271
-6
-0.1% -$507 0.08% 285
2022
Q1 		$1.05M Sell
11,277
-517
-4% -$49.5K 0.09% 266
2021
Q4 		$1.14M Buy
11,794
+183
+2% +$17.8K 0.08% 261
2021
Q3 		$1.08M Hold
11,611
– – 0.09% 242
2021
Q2 		$1.05M Sell
11,611
-6
-0.1% -$542 0.09% 235
2021
Q1 		$982K Sell
11,617
-208
-2% -$16.6K 0.1% 210
2020
Q4 		$861K Buy
11,825
+620
+6% +$40.9K 0.12% 179
2020
Q3 		$656K Buy
11,205
+13
+0.1% +$773 0.16% 147
2020
Q2 		$640K Sell
11,192
-112
-1% -$6.22K 0.2% 118
2020
Q1 		$573K Buy
11,304
+133
+1% +$9.06K 0.41% 65
2019
Q4 		$852K Sell
11,171
-12,862
-54% -$939K 0.48% 47
2019
Q3 		$1.68M Sell
24,033
-461
-2% -$31.9K 0.64% 34
2019
Q2 		$1.69M Buy
24,494
+99
+0.4% +$6.72K 0.67% 29
2019
Q1 		$1.57M Sell
24,395
-9,470
-28% -$614K 0.85% 27
2018
Q4 		$2.01M Buy
+33,865
New +$2.2M 1.34% 13

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

Stratos Wealth Advisors's VFH Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Vanguard Financials ETF (VFH) stake by 0.76% in Q2 2026, selling an estimated $9.57K and leaving 9,811 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #244.

Stratos Wealth Advisors first reported a position in VFH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.01M in Q4 2018. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Stratos Wealth Advisors held 9,811 shares of Vanguard Financials ETF worth $1.29M as of Q2 2026.
  • Stratos Wealth Advisors sold 75 Vanguard Financials ETF shares in Q2 2026, an estimated $9.57K.
  • Vanguard Financials ETF made up 0.07% of Stratos Wealth Advisors's portfolio in Q2 2026, its #244 holding.
  • Stratos Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Stratos Wealth Advisors's Vanguard Financials ETF position peaked at $2.01M in Q4 2018.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.