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VFH icon

Sunbelt Securities’s Vanguard Financials ETF VFH Stock Holding History

Sunbelt Securities’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 		$36.1K Buy
299
+1
+0.3% +$128 ﹤0.01% 1111
2025
Q4 		$39.8K Buy
298
+1
+0.3% +$130 ﹤0.01% 1056
2025
Q3 		$39K Buy
297
+12
+4% +$1.55K ﹤0.01% 1071
2025
Q2 		$33.6K Sell
285
-173
-38% -$20.6K ﹤0.01% 1032
2025
Q1 		$54.8K Buy
458
+173
+61% +$21.1K ﹤0.01% 885
2024
Q4 		$33.6K Buy
285
+62
+28% +$7.33K ﹤0.01% 1033
2024
Q3 		$24.5K Hold
223
– – ﹤0.01% 1121
2024
Q2 		$22.3K Hold
223
– – ﹤0.01% 1103
2024
Q1 		$22.9K Hold
223
– – ﹤0.01% 1066
2023
Q4 		$20.6K Sell
223
-70
-24% -$5.88K ﹤0.01% 1021
2023
Q3 		$23.6K Sell
293
-3
-1% -$251 ﹤0.01% 971
2023
Q2 		$24.1K Hold
296
– – ﹤0.01% 974
2023
Q1 		$22.8K Buy
+296
New +$25K ﹤0.01% 927
2020
Q1 		– Sell
-2,624
Closed -$200K – 643
2019
Q4 		$200K Buy
+2,624
New +$191K 0.02% 542
2018
Q4 		– Sell
-6,938
Closed -$481K – 247
2018
Q3 		$481K Buy
6,938
+9
+0.1% +$636 0.26% 106
2018
Q2 		$467K Buy
6,929
+210
+3% +$14.7K 0.28% 100
2018
Q1 		$467K Buy
6,719
+873
+15% +$63K 0.43% 76
2017
Q4 		$409K Buy
+5,846
New +$396K 0.4% 84

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunbelt Securities's VFH Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Financials ETF (VFH) stake by 0.34% in Q1 2026, buying an estimated $128 and bringing the position to 299 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Sunbelt Securities first reported a position in VFH in Q4 2017 and has held it in 18 quarters since. The position peaked at $481K in Q3 2018. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Sunbelt Securities held 299 shares of Vanguard Financials ETF worth $36.1K as of Q1 2026.
  • Sunbelt Securities bought 1 Vanguard Financials ETF share in Q1 2026, an estimated $128.
  • Vanguard Financials ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1111 holding.
  • Sunbelt Securities first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 18 quarters since.
  • Sunbelt Securities's Vanguard Financials ETF position peaked at $481K in Q3 2018.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.