WSFG
VFH icon

Wall Street Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Wall Street Financial Group’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 		$5.27M Buy
43,619
+746
+2% +$95.1K 3.12% 7
2025
Q4 		$5.73M Buy
42,873
+129
+0.3% +$16.8K 4.17% 7
2025
Q3 		$5.61M Sell
42,744
-3,888
-8% -$503K 4.12% 5
2025
Q2 		$5.94M Sell
46,632
-23,334
-33% -$2.78M 5.36% 4
2025
Q1 		$8.36M Sell
69,966
-559
-0.8% -$68.1K 8.66% 4
2024
Q4 		$8.33M Buy
70,525
+5,531
+9% +$654K 8.13% 4
2024
Q3 		$7.14M Buy
64,994
+23,513
+57% +$2.49M 7.53% 4
2024
Q2 		$4.14M Buy
+41,481
New +$4.14M 7.04% 5

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