VA
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Valmark Advisers’s Vanguard Financials ETF VFH Stock Holding History

Valmark Advisers’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 		$1.1M Buy
8,348
+202
+2% +$25.8K 0.01% 347
2026
Q1 		$984K Buy
8,146
+311
+4% +$39.7K 0.01% 352
2025
Q4 		$1.05M Sell
7,835
-102
-1% -$13.2K 0.01% 339
2025
Q3 		$1.04M Buy
7,937
+162
+2% +$21K 0.01% 328
2025
Q2 		$990K Sell
7,775
-453
-6% -$54K 0.01% 334
2025
Q1 		$983K Sell
8,228
-2
-0% -$244 0.01% 314
2024
Q4 		$972K Buy
8,230
+783
+11% +$92.6K 0.02% 314
2024
Q3 		$818K Buy
7,447
+153
+2% +$16.2K 0.01% 338
2024
Q2 		$729K Buy
7,294
+198
+3% +$19.8K 0.01% 332
2024
Q1 		$727K Buy
7,096
+124
+2% +$11.9K 0.01% 320
2023
Q4 		$643K Sell
6,972
-639
-8% -$53.7K 0.01% 313
2023
Q3 		$611K Buy
7,611
+401
+6% +$33.5K 0.01% 293
2023
Q2 		$586K Buy
7,210
+4
+0.1% +$314 0.01% 301
2023
Q1 		$561K Buy
7,206
+451
+7% +$38.2K 0.01% 306
2022
Q4 		$559K Sell
6,755
-4,403
-39% -$364K 0.01% 300
2022
Q3 		$831K Buy
11,158
+96
+0.9% +$7.81K 0.02% 210
2022
Q2 		$854K Buy
11,062
+376
+4% +$31.7K 0.02% 218
2022
Q1 		$998K Buy
10,686
+4,915
+85% +$471K 0.02% 208
2021
Q4 		$557K Buy
5,771
+47
+0.8% +$4.58K 0.01% 269
2021
Q3 		$530K Buy
5,724
+37
+0.7% +$3.41K 0.01% 273
2021
Q2 		$514K Sell
5,687
-8,139
-59% -$736K 0.01% 282
2021
Q1 		$1.17M Buy
13,826
+8,683
+169% +$692K 0.02% 165
2020
Q4 		$375K Buy
5,143
+117
+2% +$7.72K 0.01% 277
2020
Q3 		$294K Buy
5,026
+1,240
+33% +$73.7K 0.01% 236
2020
Q2 		$217K Buy
+3,786
New +$210K 0.01% 256

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

Valmark Advisers's VFH Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Financials ETF (VFH) stake by 2.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 8,348 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #347.

Valmark Advisers first reported a position in VFH in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.17M in Q1 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Valmark Advisers held 8,348 shares of Vanguard Financials ETF worth $1.1M as of Q2 2026.
  • Valmark Advisers bought 202 Vanguard Financials ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Financials ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #347 holding.
  • Valmark Advisers first reported a position in Vanguard Financials ETF in Q2 2020 and has held it in 25 quarters since.
  • Valmark Advisers's Vanguard Financials ETF position peaked at $1.17M in Q1 2021.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.