Wealthspire Advisors (New York)’s Vanguard Financials ETF VFH Stock Holding History

Wealthspire Advisors (New York)’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	$826K	Buy	6,276 +912	+17%	+$116K	﹤0.01%	605
2026 Q1	$648K	Buy	5,364 +3,715	+225%	+$474K	0.01%	507
2025 Q4	$220K	Sell	1,649 -135	-8%	-$17.5K	﹤0.01%	933
2025 Q3	$234K	Buy	+1,784	New	+$231K	﹤0.01%	744
2025 Q1	–	Sell	-1,764	Closed	-$208K	–	828
2024 Q4	$208K	Buy	+1,764	New	+$209K	﹤0.01%	739
2019 Q1	–	Sell	-134	Closed	-$8K	–	764
2018 Q4	$8K	Buy	+134	New	+$8.7K	﹤0.01%	568

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

Wealthspire Advisors (New York)'s VFH Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Financials ETF (VFH) stake by 17% in Q2 2026, buying an estimated $116K and bringing the position to 6,276 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Wealthspire Advisors (New York) first reported a position in VFH in Q4 2018 and has held it in 6 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Wealthspire Advisors (New York) held 6,276 shares of Vanguard Financials ETF worth $826K as of Q2 2026.
Wealthspire Advisors (New York) bought 912 Vanguard Financials ETF shares in Q2 2026, an estimated $116K.
Vanguard Financials ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #605 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 6 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.