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Wealth Architects’s Vanguard Financials ETF VFH Stock Holding History

Wealth Architects’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 		$214K Buy
+1,625
New +$207K 0.02% 235
2026
Q1 		– Sell
-1,625
Closed -$217K – 257
2025
Q4 		$217K Hold
1,625
– – 0.02% 221
2025
Q3 		$213K Hold
1,625
– – 0.02% 218
2025
Q2 		$207K Buy
+1,625
New +$194K 0.02% 218

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 Architects's VFH Position: Q2 2026 in Review

Wealth Architects opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,625 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #235 among its holdings. This is a return to the name: Wealth Architects previously reported a position in VFH as recently as Q4 2025.

Wealth Architects first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Wealth Architects held 1,625 shares of Vanguard Financials ETF worth $214K as of Q2 2026.
  • Vanguard Financials ETF was a new Wealth Architects position in Q2 2026.
  • Vanguard Financials ETF made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #235 holding.
  • Wealth Architects first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Wealth Architects's Vanguard Financials ETF position peaked at $217K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.