Wealthcare Capital Partners’s Vanguard Financials ETF VFH Stock Holding History

Wealthcare Capital Partners’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	$1.53M	Sell	11,636 -296	-2%	-$37.8K	0.63%	36
2026 Q1	$1.44M	Buy	11,932 +91	+0.8%	+$11.6K	0.68%	32
2025 Q4	$1.58M	Buy	11,841 +51	+0.4%	+$6.62K	0.74%	30
2025 Q3	$1.55M	Buy	11,790 +348	+3%	+$45.1K	0.71%	27
2025 Q2	$1.46M	Buy	11,442 +405	+4%	+$48.3K	0.73%	28
2025 Q1	$1.32M	Buy	11,037 +336	+3%	+$40.9K	0.68%	26
2024 Q4	$1.26M	Buy	+10,701	New	+$1.27M	0.66%	26

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

Wealthcare Capital Partners's VFH Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its Vanguard Financials ETF (VFH) stake by 2.5% in Q2 2026, selling an estimated $37.8K and leaving 11,636 shares worth $1.53M. The position accounts for 0.63% of the portfolio, ranked #36.

Wealthcare Capital Partners first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Wealthcare Capital Partners held 11,636 shares of Vanguard Financials ETF worth $1.53M as of Q2 2026.
Wealthcare Capital Partners sold 296 Vanguard Financials ETF shares in Q2 2026, an estimated $37.8K.
Vanguard Financials ETF made up 0.63% of Wealthcare Capital Partners's portfolio in Q2 2026, its #36 holding.
Wealthcare Capital Partners first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Vanguard Financials ETF position peaked at $1.58M in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.