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
Q2 		$2.33M Sell
17,706
-46,340
-72% -$5.91M ﹤0.01% 1980
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 $1.55T 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

UBS AM's VFH Position: Q2 2026 in Review

UBS AM reduced its Vanguard Financials ETF (VFH) stake by 72% in Q2 2026, selling an estimated $5.91M and leaving 17,706 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

UBS AM first reported a position in VFH in Q1 2017 and has held it in 14 quarters since. The position peaked at $7.74M in Q1 2026. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • UBS AM held 17,706 shares of Vanguard Financials ETF worth $2.33M as of Q2 2026.
  • UBS AM sold 46,340 Vanguard Financials ETF shares in Q2 2026, an estimated $5.91M.
  • Vanguard Financials ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1980 holding.
  • UBS AM first reported a position in Vanguard Financials ETF in Q1 2017 and has held it in 14 quarters since.
  • UBS AM's Vanguard Financials ETF position peaked at $7.74M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.