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Wealthstar Advisors’s Vanguard Financials ETF VFH Stock Holding History

Wealthstar Advisors’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 		$663K Sell
5,039
-67
-1% -$8.55K 0.19% 65
2026
Q1 		$617K Sell
5,106
-227
-4% -$28.9K 0.29% 73
2025
Q4 		$712K Sell
5,333
-128
-2% -$16.6K 0.31% 57
2025
Q3 		$717K Buy
5,461
+108
+2% +$14K 0.28% 67
2025
Q2 		$681K Buy
5,353
+8
+0.1% +$954 0.26% 76
2025
Q1 		$639K Buy
5,345
+10
+0.2% +$1.22K 0.29% 76
2024
Q4 		$630K Buy
+5,335
New +$631K 0.27% 72
2024
Q2 		– Sell
-5,158
Closed -$528K – 134
2024
Q1 		$528K Sell
5,158
-577
-10% -$55.4K 0.18% 79
2023
Q4 		$529K Sell
5,735
-182
-3% -$15.3K 0.08% 71
2023
Q3 		$475K Sell
5,917
-44
-0.7% -$3.68K 0.18% 60
2023
Q2 		$484K Hold
5,961
– – 0.2% 47
2023
Q1 		$464K Sell
5,961
-195
-3% -$16.5K 0.18% 52
2022
Q4 		$509K Buy
6,156
+14
+0.2% +$1.16K 0.23% 46
2022
Q3 		$457K Sell
6,142
-120
-2% -$9.76K 0.22% 50
2022
Q2 		$481K Buy
6,262
+5
+0.1% +$422 0.19% 57
2022
Q1 		$582K Buy
6,257
+4
+0.1% +$383 0.22% 53
2021
Q4 		$604K Buy
6,253
+373
+6% +$36.3K 0.21% 43
2021
Q3 		$545K Buy
5,880
+98
+2% +$9.04K 0.16% 48
2021
Q2 		$524K Buy
+5,782
New +$523K 0.16% 53
2020
Q1 		$241K Sell
4,764
-129
-3% -$8.79K 0.17% 45
2019
Q4 		$370K Buy
4,893
+10
+0.2% +$730 0.23% 40
2019
Q3 		$344K Buy
4,883
+175
+4% +$12.1K 0.19% 40
2019
Q2 		$327K Buy
4,708
+3
+0.1% +$204 0.19% 40
2019
Q1 		$303K Buy
4,705
+104
+2% +$6.75K 0.19% 40
2018
Q4 		$274K Sell
4,601
-80
-2% -$5.19K 0.2% 40
2018
Q3 		$325K Buy
4,681
+937
+25% +$66.2K 0.19% 43
2018
Q2 		$267K Buy
+3,744
New +$261K 0.08% 47

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

Wealthstar Advisors's VFH Position: Q2 2026 in Review

Wealthstar Advisors reduced its Vanguard Financials ETF (VFH) stake by 1.3% in Q2 2026, selling an estimated $8.55K and leaving 5,039 shares worth $663K. The position accounts for 0.19% of the portfolio, ranked #65.

Wealthstar Advisors first reported a position in VFH in Q2 2018 and has held it in 27 quarters since. The position peaked at $717K in Q3 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Wealthstar Advisors held 5,039 shares of Vanguard Financials ETF worth $663K as of Q2 2026.
  • Wealthstar Advisors sold 67 Vanguard Financials ETF shares in Q2 2026, an estimated $8.55K.
  • Vanguard Financials ETF made up 0.19% of Wealthstar Advisors's portfolio in Q2 2026, its #65 holding.
  • Wealthstar Advisors first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 27 quarters since.
  • Wealthstar Advisors's Vanguard Financials ETF position peaked at $717K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.