Western Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Western Wealth Management’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	$1.01M	Sell	7,656 -604	-7%	-$77.1K	0.03%	472
2026 Q1	$998K	Buy	8,260 +1	+0%	+$128	0.04%	440
2025 Q4	$1.1M	Buy	8,259 +27	+0.3%	+$3.51K	0.05%	319
2025 Q3	$1.08M	Sell	8,232 -35	-0.4%	-$4.53K	0.06%	292
2025 Q2	$1.05M	Sell	8,267 -87	-1%	-$10.4K	0.06%	263
2025 Q1	$998K	Sell	8,354 -3,911	-32%	-$477K	0.07%	252
2024 Q4	$1.45M	Sell	12,265 -350	-3%	-$41.4K	0.08%	243
2024 Q3	$1.39M	Buy	12,615 +3,038	+32%	+$322K	0.08%	251
2024 Q2	$957K	Buy	9,577 +37	+0.4%	+$3.69K	0.07%	238
2024 Q1	$977K	Sell	9,540 -3,346	-26%	-$321K	0.08%	235
2023 Q4	$1.19M	Sell	12,886 -332	-3%	-$27.9K	0.09%	246
2023 Q3	$1.06M	Sell	13,218 -896	-6%	-$74.9K	0.09%	233
2023 Q2	$1.15M	Sell	14,114 -680	-5%	-$53.4K	0.1%	216
2023 Q1	$1.15M	Sell	14,794 -1,467	-9%	-$124K	0.11%	207
2022 Q4	$1.35M	Sell	16,261 -10,683	-40%	-$883K	0.14%	174
2022 Q3	$2.06M	Sell	26,944 -778	-3%	-$63.3K	0.12%	180
2022 Q2	$2.15M	Buy	27,722 +772	+3%	+$65.2K	0.12%	172
2022 Q1	$2.52M	Buy	26,950 +15,737	+140%	+$1.51M	0.12%	170
2021 Q4	$1.08M	Buy	+11,213	New	+$1.09M	0.11%	184
2021 Q2	$902K	Buy	9,929 +1,980	+25%	+$179K	0.09%	230
2021 Q1	$672K	Buy	7,949 +75	+1%	+$5.98K	0.09%	223
2020 Q4	$574K	Sell	7,874 -1,694	-18%	-$112K	0.08%	229
2020 Q3	$560K	Sell	9,568 -433	-4%	-$25.7K	0.09%	215
2020 Q2	$572K	Sell	10,001 -2,916	-23%	-$162K	0.1%	200
2020 Q1	$657K	Sell	12,917 -587	-4%	-$40K	0.15%	150
2019 Q4	$1.03M	Buy	13,504 +25	+0.2%	+$1.82K	0.16%	135
2019 Q3	$942K	Sell	13,479 -624	-4%	-$43.1K	0.2%	125
2019 Q2	$975K	Sell	14,103 -152	-1%	-$10.3K	0.13%	137
2019 Q1	$922K	Sell	14,255 -3,191	-18%	-$207K	0.21%	117
2018 Q4	$1.04M	Buy	+17,446	New	+$1.13M	0.28%	86

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

Western Wealth Management's VFH Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 7.3% in Q2 2026, selling an estimated $77.1K and leaving 7,656 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #472.

Western Wealth Management first reported a position in VFH in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.52M in Q1 2022. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Western Wealth Management held 7,656 shares of Vanguard Financials ETF worth $1.01M as of Q2 2026.
Western Wealth Management sold 604 Vanguard Financials ETF shares in Q2 2026, an estimated $77.1K.
Vanguard Financials ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #472 holding.
Western Wealth Management first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Vanguard Financials ETF position peaked at $2.52M in Q1 2022.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.