Wealth Enhancement Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Wealth Enhancement Advisory Services’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	$4.82M	Sell	53,420 -644	-1%	-$82.2K	0.01%	1032
2026 Q1	$4.89M	Sell	54,064 -59,050	-52%	-$7.53M	0.01%	911
2025 Q4	$15.6M	Buy	113,114 +7,485	+7%	+$972K	0.02%	551
2025 Q3	$13.8M	Buy	105,629 +1,979	+2%	+$256K	0.02%	544
2025 Q2	$13.4M	Buy	103,650 +129	+0.1%	+$15.4K	0.02%	541
2025 Q1	$12.4M	Buy	103,521 +24,425	+31%	+$2.98M	0.02%	519
2024 Q4	$9.34M	Buy	79,096 +2,820	+4%	+$333K	0.02%	581
2024 Q3	$8.38M	Buy	76,276 +62,416	+450%	+$6.61M	0.02%	570
2024 Q2	$1.38M	Sell	13,860 -351	-2%	-$35K	﹤0.01%	1145
2024 Q1	$1.46M	Sell	14,211 -1,761	-11%	-$169K	﹤0.01%	1088
2023 Q4	$1.47M	Buy	15,972 +3,467	+28%	+$291K	﹤0.01%	1009
2023 Q3	$1M	Buy	+12,505	New	+$1.05M	﹤0.01%	1094

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

Wealth Enhancement Advisory Services's VFH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Financials ETF (VFH) stake by 1.2% in Q2 2026, selling an estimated $82.2K and leaving 53,420 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1032.

Wealth Enhancement Advisory Services first reported a position in VFH in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.6M in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Wealth Enhancement Advisory Services held 53,420 shares of Vanguard Financials ETF worth $4.82M as of Q2 2026.
Wealth Enhancement Advisory Services sold 644 Vanguard Financials ETF shares in Q2 2026, an estimated $82.2K.
Vanguard Financials ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1032 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Vanguard Financials ETF position peaked at $15.6M in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.