VSM Wealth Advisory’s Vanguard Financials ETF VFH Stock Holding History

VSM Wealth Advisory’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	$492K	Buy	3,740 +385	+11%	+$49.1K	0.13%	70
2026 Q1	$405K	Buy	3,355 +305	+10%	+$38.9K	0.12%	69
2025 Q4	$407K	Buy	3,050 +2,215	+265%	+$288K	0.12%	67
2025 Q3	$110K	Buy	835 +2	+0.2%	+$259	0.03%	126
2025 Q2	$106K	Buy	833 +2	+0.2%	+$238	0.04%	132
2025 Q1	$99.3K	Buy	831 +2	+0.2%	+$244	0.04%	128
2024 Q4	$97.8K	Buy	+829	New	+$98K	0.03%	135

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

VSM Wealth Advisory's VFH Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Financials ETF (VFH) stake by 11% in Q2 2026, buying an estimated $49.1K and bringing the position to 3,740 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #70.

VSM Wealth Advisory first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

VSM Wealth Advisory held 3,740 shares of Vanguard Financials ETF worth $492K as of Q2 2026.
VSM Wealth Advisory bought 385 Vanguard Financials ETF shares in Q2 2026, an estimated $49.1K.
Vanguard Financials ETF made up 0.13% of VSM Wealth Advisory's portfolio in Q2 2026, its #70 holding.
VSM Wealth Advisory first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.