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TD Private Client Wealth’s Vanguard Financials ETF VFH Stock Holding History

TD Private Client Wealth’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 		$629K Buy
5,206
+1,862
+56% +$237K 0.01% 446
2025
Q4 		$446K Buy
3,344
+117
+4% +$15.2K 0.01% 501
2025
Q3 		$423K Sell
3,227
-25
-0.8% -$3.24K 0.01% 508
2025
Q2 		$414K Buy
3,252
+170
+6% +$20.3K 0.01% 500
2025
Q1 		$368K Buy
3,082
+200
+7% +$24.4K 0.01% 495
2024
Q4 		$340K Buy
2,882
+71
+3% +$8.4K 0.01% 513
2024
Q3 		$309K Sell
2,811
-20
-0.7% -$2.12K 0.01% 523
2024
Q2 		$283K Buy
2,831
+39
+1% +$3.89K 0.01% 516
2024
Q1 		$286K Sell
2,792
-246
-8% -$23.6K 0.01% 528
2023
Q4 		$280K Sell
3,038
-39
-1% -$3.28K 0.01% 508
2023
Q3 		$247K Sell
3,077
-42
-1% -$3.51K 0.01% 511
2023
Q2 		$253K Buy
3,119
+39
+1% +$3.06K 0.01% 528
2023
Q1 		$240K Sell
3,080
-79
-3% -$6.68K 0.01% 523
2022
Q4 		$261K Sell
3,159
-364
-10% -$30.1K 0.01% 511
2022
Q3 		$262K Buy
3,523
+125
+4% +$10.2K 0.01% 489
2022
Q2 		$262K Sell
3,398
-301
-8% -$25.4K 0.01% 491
2022
Q1 		$345K Buy
3,699
+284
+8% +$27.2K 0.01% 473
2021
Q4 		$330K Sell
3,415
-268
-7% -$26.1K 0.01% 473
2021
Q3 		$341K Buy
3,683
+387
+12% +$35.7K 0.01% 455
2021
Q2 		$298K Sell
3,296
-536
-14% -$48.4K 0.01% 470
2021
Q1 		$324K Sell
3,832
-432
-10% -$34.4K 0.02% 445
2020
Q4 		$311K Sell
4,264
-5,312
-55% -$351K 0.02% 436
2020
Q3 		$560K Buy
9,576
+575
+6% +$34.2K 0.03% 344
2020
Q2 		$515K Buy
9,001
+847
+10% +$47.1K 0.03% 354
2020
Q1 		$414K Sell
8,154
-727
-8% -$49.5K 0.03% 353
2019
Q4 		$677K Buy
+8,881
New +$648K 0.04% 314

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

TD Private Client Wealth's VFH Position: Q1 2026 in Review

TD Private Client Wealth increased its Vanguard Financials ETF (VFH) stake by 56% in Q1 2026, buying an estimated $237K and bringing the position to 5,206 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #446.

TD Private Client Wealth first reported a position in VFH in Q4 2019 and has held it in 26 quarters since. The position peaked at $677K in Q4 2019. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • TD Private Client Wealth held 5,206 shares of Vanguard Financials ETF worth $629K as of Q1 2026.
  • TD Private Client Wealth bought 1,862 Vanguard Financials ETF shares in Q1 2026, an estimated $237K.
  • Vanguard Financials ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #446 holding.
  • TD Private Client Wealth first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Vanguard Financials ETF position peaked at $677K in Q4 2019.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.