UMB Bank’s Vanguard Financials ETF VFH Stock Holding History

UMB Bank’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	$54.9K	Hold	417	–	–	﹤0.01%	1289
2026 Q1	$50.4K	Hold	417	–	–	﹤0.01%	1256
2025 Q4	$55.7K	Buy	+417	New	+$54.2K	﹤0.01%	1209
2024 Q1	–	Sell	-450	Closed	-$41.5K	–	2191
2023 Q4	$41.5K	Hold	450	–	–	﹤0.01%	872
2023 Q3	$36.1K	Hold	450	–	–	﹤0.01%	905
2023 Q2	$36.6K	Sell	450 -460	-51%	-$36.1K	﹤0.01%	926
2023 Q1	$70.9K	Sell	910 -30	-3%	-$2.54K	﹤0.01%	761
2022 Q4	$78K	Sell	940 -15,000	-94%	-$1.24M	﹤0.01%	750
2022 Q3	$1.19M	Buy	15,940 +6	+0%	+$488	0.02%	316
2022 Q2	$1.23M	Hold	15,934	–	–	0.02%	339
2022 Q1	$1.49M	Sell	15,934 -2,546	-14%	-$244K	0.02%	333
2021 Q4	$1.78M	Buy	+18,480	New	+$1.8M	0.02%	315

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UMB Bank's VFH Position: Q2 2026 in Review

UMB Bank held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 417 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

UMB Bank first reported a position in VFH in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.78M in Q4 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

UMB Bank held 417 shares of Vanguard Financials ETF worth $54.9K as of Q2 2026.
UMB Bank left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1289 holding.
UMB Bank first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 12 quarters since.
UMB Bank's Vanguard Financials ETF position peaked at $1.78M in Q4 2021.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.