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

Stratos 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 		$519K Sell
4,296
-39
-0.9% -$4.97K 0.01% 1054
2025
Q4 		$579K Sell
4,335
-550
-11% -$71.4K 0.01% 985
2025
Q3 		$641K Buy
4,885
+731
+18% +$94.7K 0.01% 922
2025
Q2 		$529K Sell
4,154
-298
-7% -$35.5K 0.01% 905
2025
Q1 		$532K Sell
4,452
-1,533
-26% -$187K 0.01% 865
2024
Q4 		$707K Buy
5,985
+597
+11% +$70.6K 0.01% 814
2024
Q3 		$592K Sell
5,388
-1,322
-20% -$140K 0.01% 874
2024
Q2 		$670K Sell
6,710
-911
-12% -$91K 0.01% 794
2024
Q1 		$780K Sell
7,621
-1,455
-16% -$140K 0.01% 736
2023
Q4 		$837K Sell
9,076
-602
-6% -$50.6K 0.02% 690
2023
Q3 		$777K Buy
9,678
+341
+4% +$28.5K 0.02% 654
2023
Q2 		$759K Buy
9,337
+762
+9% +$59.8K 0.02% 620
2023
Q1 		$668K Sell
8,575
-1,498
-15% -$127K 0.02% 592
2022
Q4 		$833K Buy
10,073
+163
+2% +$13.5K 0.02% 558
2022
Q3 		$738K Buy
9,910
+381
+4% +$31K 0.02% 566
2022
Q2 		$736K Sell
9,529
-7,036
-42% -$594K 0.02% 593
2022
Q1 		$1.55M Sell
16,565
-616
-4% -$59K 0.03% 431
2021
Q4 		$1.66M Buy
17,181
+475
+3% +$46.3K 0.04% 412
2021
Q3 		$1.55M Buy
16,706
+8
+0% +$738 0.04% 379
2021
Q2 		$1.51M Sell
16,698
-218
-1% -$19.7K 0.04% 421
2021
Q1 		$1.43M Buy
16,916
+705
+4% +$56.2K 0.04% 405
2020
Q4 		$1.18M Sell
16,211
-2,250
-12% -$149K 0.04% 405
2020
Q3 		$1.08M Buy
18,461
+10,903
+144% +$648K 0.04% 384
2020
Q2 		$432K Sell
7,558
-1,068
-12% -$59.4K 0.02% 650
2020
Q1 		$438K Buy
8,626
+1,271
+17% +$86.6K 0.02% 566
2019
Q4 		$561K Sell
7,355
-982
-12% -$71.7K 0.02% 561
2019
Q3 		$584K Sell
8,337
-6,166
-43% -$426K 0.03% 515
2019
Q2 		$1M Sell
14,503
-10,066
-41% -$683K 0.04% 364
2019
Q1 		$1.59M Sell
24,569
-17,574
-42% -$1.14M 0.07% 276
2018
Q4 		$2.5M Sell
42,143
-32,191
-43% -$2.09M 0.13% 173
2018
Q3 		$5.16M Buy
74,334
+1,735
+2% +$123K 0.23% 87
2018
Q2 		$4.9M Sell
72,599
-2,353
-3% -$164K 0.22% 94
2018
Q1 		$5.21M Buy
74,952
+65,171
+666% +$4.7M 0.22% 101
2017
Q4 		$685K Buy
9,781
+186
+2% +$12.6K 0.03% 442
2017
Q3 		$627K Buy
9,595
+2,484
+35% +$157K 0.03% 448
2017
Q2 		$445K Buy
7,111
+1,825
+35% +$110K 0.02% 500
2017
Q1 		$320K Buy
+5,286
New +$322K 0.02% 556
2016
Q3 		– Sell
-4,386
Closed -$208K – 721
2016
Q2 		$208K Sell
4,386
-14,097
-76% -$669K 0.02% 561
2016
Q1 		$857K Buy
18,483
+3,475
+23% +$154K 0.07% 207
2015
Q4 		$727K Buy
15,008
+6,657
+80% +$326K 0.06% 224
2015
Q3 		$388K Buy
8,351
+3,047
+57% +$150K 0.05% 312
2015
Q2 		$264K Buy
5,304
+279
+6% +$14K 0.03% 401
2015
Q1 		$248K Buy
+5,025
New +$246K 0.03% 480

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stratos Wealth Partners reduced its Vanguard Financials ETF (VFH) stake by 0.9% in Q1 2026, selling an estimated $4.97K and leaving 4,296 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1054.

Stratos Wealth Partners first reported a position in VFH in Q1 2015 and has held it in 43 quarters since. The position peaked at $5.21M in Q1 2018. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Stratos Wealth Partners held 4,296 shares of Vanguard Financials ETF worth $519K as of Q1 2026.
  • Stratos Wealth Partners sold 39 Vanguard Financials ETF shares in Q1 2026, an estimated $4.97K.
  • Vanguard Financials ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1054 holding.
  • Stratos Wealth Partners first reported a position in Vanguard Financials ETF in Q1 2015 and has held it in 43 quarters since.
  • Stratos Wealth Partners's Vanguard Financials ETF position peaked at $5.21M in Q1 2018.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.