UB
VFH icon

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
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
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