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Wealth Alliance’s Vanguard Financials ETF VFH Stock Holding History

Wealth Alliance’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 		$1.26M Sell
9,537
-333
-3% -$42.5K 0.11% 170
2026
Q1 		$1.19M Buy
9,870
+130
+1% +$16.6K 0.12% 159
2025
Q4 		$1.3M Buy
9,740
+32
+0.3% +$4.16K 0.13% 147
2025
Q3 		$1.27M Sell
9,708
-46
-0.5% -$5.96K 0.13% 144
2025
Q2 		$1.24M Sell
9,754
-229
-2% -$27.3K 0.14% 145
2025
Q1 		$1.19M Sell
9,983
-13
-0.1% -$1.58K 0.14% 142
2024
Q4 		$1.18M Sell
9,996
-19
-0.2% -$2.25K 0.14% 143
2024
Q3 		$1.1M Sell
10,015
-1,193
-11% -$126K 0.13% 153
2024
Q2 		$1.12M Sell
11,208
-7
-0.1% -$699 0.14% 138
2024
Q1 		$1.15M Sell
11,215
-400
-3% -$38.4K 0.15% 140
2023
Q4 		$1.07M Sell
11,615
-39
-0.3% -$3.28K 0.15% 134
2023
Q3 		$936K Sell
11,654
-141
-1% -$11.8K 0.15% 141
2023
Q2 		$958K Sell
11,795
-591
-5% -$46.4K 0.14% 145
2023
Q1 		$965K Buy
12,386
+12
+0.1% +$1.01K 0.16% 140
2022
Q4 		$1.02M Buy
12,374
+97
+0.8% +$8.02K 0.18% 130
2022
Q3 		$914K Sell
12,277
-67
-0.5% -$5.45K 0.18% 125
2022
Q2 		$953K Buy
12,344
+249
+2% +$21K 0.18% 134
2022
Q1 		$1.13M Buy
12,095
+18
+0.1% +$1.72K 0.23% 99
2021
Q4 		$1.17M Sell
12,077
-39
-0.3% -$3.8K 0.23% 98
2021
Q3 		$1.12M Sell
12,116
-180
-1% -$16.6K 0.25% 88
2021
Q2 		$1.11M Buy
12,296
+2,231
+22% +$202K 0.26% 89
2021
Q1 		$850K Sell
10,065
-2,664
-21% -$212K 0.24% 104
2020
Q4 		$927K Buy
12,729
+16
+0.1% +$1.06K 0.27% 82
2020
Q3 		$744K Buy
12,713
+410
+3% +$24.4K 0.27% 88
2020
Q2 		$704K Buy
12,303
+546
+5% +$30.3K 0.28% 89
2020
Q1 		$596K Sell
11,757
-455
-4% -$31K 0.32% 91
2019
Q4 		$932K Buy
+12,212
New +$891K 0.66% 40

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

Wealth Alliance's VFH Position: Q2 2026 in Review

Wealth Alliance reduced its Vanguard Financials ETF (VFH) stake by 3.4% in Q2 2026, selling an estimated $42.5K and leaving 9,537 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #170.

Wealth Alliance first reported a position in VFH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.3M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Wealth Alliance held 9,537 shares of Vanguard Financials ETF worth $1.26M as of Q2 2026.
  • Wealth Alliance sold 333 Vanguard Financials ETF shares in Q2 2026, an estimated $42.5K.
  • Vanguard Financials ETF made up 0.11% of Wealth Alliance's portfolio in Q2 2026, its #170 holding.
  • Wealth Alliance first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Vanguard Financials ETF position peaked at $1.3M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.