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Summit Financial’s Vanguard Financials ETF VFH Stock Holding History

Summit Financial’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 		$8.31M Buy
63,181
+4,342
+7% +$554K 0.09% 221
2026
Q1 		$7.11M Buy
58,839
+10,622
+22% +$1.35M 0.09% 232
2025
Q4 		$6.44M Sell
48,217
-3,586
-7% -$466K 0.09% 215
2025
Q3 		$6.8M Sell
51,803
-9,564
-16% -$1.24M 0.1% 192
2025
Q2 		$7.81M Buy
61,367
+4,087
+7% +$487K 0.18% 105
2025
Q1 		$6.84M Buy
+57,280
New +$6.98M 0.19% 102

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

Summit Financial's VFH Position: Q2 2026 in Review

Summit Financial increased its Vanguard Financials ETF (VFH) stake by 7.4% in Q2 2026, buying an estimated $554K and bringing the position to 63,181 shares worth $8.31M. The position accounts for 0.09% of the portfolio, ranked #221.

Summit Financial first reported a position in VFH in Q1 2025 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Summit Financial held 63,181 shares of Vanguard Financials ETF worth $8.31M as of Q2 2026.
  • Summit Financial bought 4,342 Vanguard Financials ETF shares in Q2 2026, an estimated $554K.
  • Vanguard Financials ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #221 holding.
  • Summit Financial first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.