Websterrogers Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Websterrogers Financial 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	$239K	Hold	1,818	–	–	0.06%	89
2026 Q1	$220K	Hold	1,818	–	–	0.06%	87
2025 Q4	$243K	Hold	1,818	–	–	0.07%	79
2025 Q3	$239K	Hold	1,818	–	–	0.07%	78
2025 Q2	$231K	Hold	1,818	–	–	0.07%	77
2025 Q1	$217K	Hold	1,818	–	–	0.07%	78
2024 Q4	$215K	Buy	+1,818	New	+$215K	0.07%	79

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

Websterrogers Financial Advisors's VFH Position: Q2 2026 in Review

Websterrogers Financial Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,818 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #89.

Websterrogers Financial Advisors first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $243K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Websterrogers Financial Advisors held 1,818 shares of Vanguard Financials ETF worth $239K as of Q2 2026.
Websterrogers Financial Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.06% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #89 holding.
Websterrogers Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Websterrogers Financial Advisors's Vanguard Financials ETF position peaked at $243K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.