UBS AM
VFH icon

UBS AM’s Vanguard Financials ETF VFH Stock Holding History

UBS AM’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 		$7.74M Buy
64,046
+43,583
+213% +$5.56M ﹤0.01% 1345
2025
Q4 		$2.73M Buy
+20,463
New +$2.66M ﹤0.01% 1750
2019
Q4 		– Sell
-32,771
Closed -$2.29M – 2839
2019
Q3 		$2.29M Buy
32,771
+931
+3% +$64.3K ﹤0.01% 1554
2019
Q2 		$2.2M Sell
31,840
-998
-3% -$67.7K ﹤0.01% 1541
2019
Q1 		$2.12M Sell
32,838
-5,634
-15% -$365K ﹤0.01% 1491
2018
Q4 		$2.28M Buy
38,472
+30,540
+385% +$1.98M ﹤0.01% 1386
2018
Q3 		$550K Sell
7,932
-2,926
-27% -$207K ﹤0.01% 2049
2018
Q2 		$732K Buy
10,858
+3,197
+42% +$223K ﹤0.01% 1932
2018
Q1 		$532K Buy
7,661
+3,041
+66% +$219K ﹤0.01% 2013
2017
Q4 		$324K Buy
4,620
+842
+22% +$57.1K ﹤0.01% 2096
2017
Q3 		$247K Buy
3,778
+1,357
+56% +$85.6K ﹤0.01% 2161
2017
Q2 		$151K Buy
2,421
+2,278
+1,593% +$138K ﹤0.01% 2292
2017
Q1 		$8.65K Buy
+143
New +$8.71K ﹤0.01% 2402

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B 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 $376B AUM 19.32% 1-Year Est. Return