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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
Q2 		$4.53M Buy
34,450
+4,795
+16% +$612K 0.03% 476
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's VFH Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Financials ETF (VFH) stake by 16% in Q2 2026, buying an estimated $612K and bringing the position to 34,450 shares worth $4.53M. The position accounts for 0.03% of the portfolio, ranked #476.

Waverly Advisors first reported a position in VFH in Q2 2023 and has held it in 12 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Waverly Advisors held 34,450 shares of Vanguard Financials ETF worth $4.53M as of Q2 2026.
  • Waverly Advisors bought 4,795 Vanguard Financials ETF shares in Q2 2026, an estimated $612K.
  • Vanguard Financials ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #476 holding.
  • Waverly Advisors first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 12 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.