WA
VFH icon

Waverly Advisors’s Vanguard Financials ETF VFH Stock Holding History

Waverly Advisors’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 		$3.58M Buy
29,655
+558
+2% +$71.2K 0.03% 497
2025
Q4 		$3.88M Buy
29,097
+1,890
+7% +$245K 0.03% 428
2025
Q3 		$3.57M Buy
27,207
+1,058
+4% +$137K 0.04% 387
2025
Q2 		$3.33M Buy
26,149
+100
+0.4% +$11.9K 0.04% 386
2025
Q1 		$3.11M Buy
26,049
+1,975
+8% +$241K 0.04% 384
2024
Q4 		$2.84M Buy
24,074
+3,970
+20% +$469K 0.04% 316
2024
Q3 		$2.21M Buy
20,104
+2,544
+14% +$270K 0.04% 318
2024
Q2 		$1.75M Sell
17,560
-387
-2% -$38.6K 0.03% 337
2024
Q1 		$1.84M Buy
17,947
+15,778
+727% +$1.51M 0.04% 266
2023
Q4 		$200K Buy
+2,169
New +$182K 0.01% 429
2023
Q3 		– Sell
-2,462
Closed -$200K – 413
2023
Q2 		$200K Buy
+2,462
New +$193K 0.01% 344

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