Waldron Private Wealth
VFH icon

Waldron Private Wealth’s Vanguard Financials ETF VFH Stock Holding History

Waldron Private Wealth’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
Q3 		$746K Buy
5,734
+19
+0.3% +$2.63K 0.03% 182
2026
Q2 		$752K Buy
5,715
+36
+0.6% +$4.59K 0.03% 179
2026
Q1 		$686K Buy
5,679
+17
+0.3% +$2.17K 0.03% 183
2025
Q4 		$756K Buy
5,662
+29
+0.5% +$3.77K 0.03% 169
2025
Q3 		$739K Buy
5,633
+17
+0.3% +$2.2K 0.03% 167
2025
Q2 		$715K Buy
5,616
+21
+0.4% +$2.5K 0.03% 164
2025
Q1 		$668K Sell
5,595
-201
-3% -$24.5K 0.03% 162
2024
Q4 		$684K Buy
5,796
+221
+4% +$26.1K 0.03% 209
2024
Q3 		$616K Buy
5,575
+25
+0.5% +$2.65K 0.03% 226
2024
Q2 		$557K Hold
5,550
– – 0.02% 213
2024
Q1 		$568K Buy
+5,550
New +$533K 0.03% 219
2023
Q2 		– Sell
-6,788
Closed -$529K – 424
2023
Q1 		$529K Hold
6,788
– – 0.03% 242
2022
Q4 		$508K Hold
6,788
– – 0.03% 236
2022
Q3 		$508K Sell
6,788
-789
-10% -$64.2K 0.03% 236
2022
Q2 		$584K Hold
7,577
– – 0.03% 226
2022
Q1 		$707K Buy
7,577
+1,922
+34% +$184K 0.04% 220
2021
Q4 		$546K Hold
5,655
– – 0.03% 246
2021
Q3 		$527K Hold
5,655
– – 0.03% 221
2021
Q2 		$511K Hold
5,655
– – 0.03% 202
2021
Q1 		$477K Hold
5,655
– – 0.03% 196
2020
Q4 		$411K Hold
5,655
– – 0.03% 196
2020
Q3 		$330K Hold
5,655
– – 0.03% 204
2020
Q2 		$323K Hold
5,655
– – 0.03% 192
2020
Q1 		$286K Buy
+5,655
New +$385K 0.03% 187
2018
Q4 		– Sell
-21,550
Closed -$1.49M – 232
2018
Q3 		$1.49M Buy
21,550
+6,520
+43% +$461K 0.29% 36
2018
Q2 		$1.01M Buy
+15,030
New +$1.05M 0.22% 45

Other funds holding VFH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Waldron Private Wealth's VFH Position: Q3 2026 in Review

Waldron Private Wealth increased its Vanguard Financials ETF (VFH) stake by 0.33% in Q3 2026, buying an estimated $2.63K and bringing the position to 5,734 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #182.

Waldron Private Wealth first reported a position in VFH in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.49M in Q3 2018. 520 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Waldron Private Wealth held 5,734 shares of Vanguard Financials ETF worth $746K as of Q3 2026.
  • Waldron Private Wealth bought 19 Vanguard Financials ETF shares in Q3 2026, an estimated $2.63K.
  • Vanguard Financials ETF made up 0.03% of Waldron Private Wealth's portfolio in Q3 2026, its #182 holding.
  • Waldron Private Wealth first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 26 quarters since.
  • Waldron Private Wealth's Vanguard Financials ETF position peaked at $1.49M in Q3 2018.
  • 520 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.