UBS Group
VFH icon

UBS Group’s Vanguard Financials ETF VFH Stock Holding History

UBS Group’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
2021
Q4 		– Sell
-100
Closed -$9K – 10741
2021
Q3 		$9K Hold
100
– – ﹤0.01% 8121
2021
Q2 		$9K Hold
100
– – ﹤0.01% 8166
2021
Q1 		$8K Hold
100
– – ﹤0.01% 8098
2020
Q4 		$7K Buy
+100
New +$6.6K ﹤0.01% 7709

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's VFH Position: Q2 2026 in Review

UBS Group increased its Vanguard Financials ETF (VFH) stake by 1.7% in Q2 2026, buying an estimated $4.14M and bringing the position to 1,938,513 shares worth $255M. The position accounts for 0.03% of the portfolio, ranked #543.

UBS Group first reported a position in VFH in Q4 2014 and has held it in 46 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • UBS Group held 1,938,513 shares of Vanguard Financials ETF worth $255M as of Q2 2026.
  • UBS Group bought 32,422 Vanguard Financials ETF shares in Q2 2026, an estimated $4.14M.
  • Vanguard Financials ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #543 holding.
  • UBS Group first reported a position in Vanguard Financials ETF in Q4 2014 and has held it in 46 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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