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Tempo Wealth’s Vanguard Financials ETF VFH Stock Holding History

Tempo 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
Q2 		$208K Buy
+1,582
New +$202K 0.03% 229
2026
Q1 		– Sell
-1,567
Closed -$209K – 224
2025
Q4 		$209K Buy
+1,567
New +$204K 0.04% 205

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

Tempo Wealth's VFH Position: Q2 2026 in Review

Tempo Wealth opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,582 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #229 among its holdings. This is a return to the name: Tempo Wealth previously reported a position in VFH as recently as Q4 2025.

Tempo Wealth first reported a position in VFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $209K in Q4 2025. 755 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Tempo Wealth held 1,582 shares of Vanguard Financials ETF worth $208K as of Q2 2026.
  • Vanguard Financials ETF was a new Tempo Wealth position in Q2 2026.
  • Vanguard Financials ETF made up 0.03% of Tempo Wealth's portfolio in Q2 2026, its #229 holding.
  • Tempo Wealth first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Tempo Wealth's Vanguard Financials ETF position peaked at $209K in Q4 2025.
  • 755 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Tempo Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.