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 Q2	$5.92M	Buy	44,949 +1,330	+3%	+$170K	3.16%	8
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 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

Wall Street Financial Group's VFH Position: Q2 2026 in Review

Wall Street Financial Group increased its Vanguard Financials ETF (VFH) stake by 3% in Q2 2026, buying an estimated $170K and bringing the position to 44,949 shares worth $5.92M. The position accounts for 3.16% of the portfolio, ranked #8.

Wall Street Financial Group first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.36M in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Wall Street Financial Group held 44,949 shares of Vanguard Financials ETF worth $5.92M as of Q2 2026.
Wall Street Financial Group bought 1,330 Vanguard Financials ETF shares in Q2 2026, an estimated $170K.
Vanguard Financials ETF made up 3.16% of Wall Street Financial Group's portfolio in Q2 2026, its #8 holding.
Wall Street Financial Group first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
Wall Street Financial Group's Vanguard Financials ETF position peaked at $8.36M in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wall Street Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.