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Valeo Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Valeo Financial Advisors’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 		$901K Hold
6,846
– – 0.02% 322
2026
Q1 		$827K Hold
6,846
– – 0.02% 300
2025
Q4 		$914K Buy
6,846
+83
+1% +$10.8K 0.02% 321
2025
Q3 		$888K Buy
6,763
+38
+0.6% +$4.92K 0.02% 332
2025
Q2 		$856K Buy
+6,725
New +$802K 0.02% 336
2024
Q4 		– Sell
-2,180
Closed -$240K – 787
2024
Q3 		$240K Sell
2,180
-215
-9% -$22.8K 0.01% 599
2024
Q2 		$239K Buy
2,395
+225
+10% +$22.5K 0.01% 564
2024
Q1 		$216K Buy
+2,170
New +$208K 0.01% 590
2023
Q4 		– Sell
-2,593
Closed -$208K – 722
2023
Q3 		$208K Buy
+2,593
New +$217K 0.01% 559
2022
Q2 		– Sell
-3,654
Closed -$341K – 652
2022
Q1 		$341K Buy
+3,654
New +$350K 0.02% 422
2021
Q2 		– Sell
-301
Closed -$25K – 1774
2021
Q1 		$25K Sell
301
-56
-16% -$4.46K ﹤0.01% 1106
2020
Q4 		$26K Buy
357
+56
+19% +$3.7K ﹤0.01% 967
2020
Q3 		$18K Sell
301
-6,543
-96% -$389K ﹤0.01% 947
2020
Q2 		$24K Buy
6,844
+6,543
+2,174% +$364K ﹤0.01% 998
2020
Q1 		$17K Hold
301
– – ﹤0.01% 937
2019
Q4 		$23K Buy
+301
New +$22K ﹤0.01% 893
2019
Q1 		– Sell
-105
Closed -$6K – 1638
2018
Q4 		$6K Buy
105
+70
+200% +$4.54K ﹤0.01% 1039
2018
Q3 		$2K Hold
35
– – ﹤0.01% 1524
2018
Q2 		$2K Buy
+35
New +$2.44K ﹤0.01% 1388

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

Valeo Financial Advisors's VFH Position: Q2 2026 in Review

Valeo Financial Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 6,846 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #322.

Valeo Financial Advisors first reported a position in VFH in Q2 2018 and has held it in 19 quarters since. The position peaked at $914K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Valeo Financial Advisors held 6,846 shares of Vanguard Financials ETF worth $901K as of Q2 2026.
  • Valeo Financial Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #322 holding.
  • Valeo Financial Advisors first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Vanguard Financials ETF position peaked at $914K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.