WIM
VFH icon

Westside Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Westside Investment 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 		$971K Hold
7,376
– – 0.13% 148
2026
Q1 		$891K Buy
7,376
+100
+1% +$12.8K 0.14% 143
2025
Q4 		$971K Hold
7,276
– – 0.16% 125
2025
Q3 		$955K Sell
7,276
-151
-2% -$19.6K 0.15% 130
2025
Q2 		$946K Buy
7,427
+51
+0.7% +$6.08K 0.18% 119
2025
Q1 		$881K Sell
7,376
-116
-2% -$14.1K 0.19% 117
2024
Q4 		$885K Hold
7,492
– – 0.19% 124
2024
Q3 		$823K Buy
7,492
+16
+0.2% +$1.7K 0.18% 125
2024
Q2 		$747K Sell
7,476
-17
-0.2% -$1.7K 0.17% 124
2024
Q1 		$767K Buy
7,493
+183
+3% +$17.6K 0.18% 121
2023
Q4 		$674K Buy
7,310
+450
+7% +$37.8K 0.17% 124
2023
Q3 		$551K Hold
6,860
– – 0.16% 128
2023
Q2 		$557K Hold
6,860
– – 0.16% 128
2023
Q1 		$534K Hold
6,860
– – 0.16% 125
2022
Q4 		$567 Hold
6,860
– – ﹤0.01% 279
2022
Q3 		$510 Hold
6,860
– – ﹤0.01% 291
2022
Q2 		$529 Hold
6,860
– – ﹤0.01% 282
2022
Q1 		$640 Sell
6,860
-50
-0.7% -$4.79K ﹤0.01% 280
2021
Q4 		$667 Hold
6,910
– – ﹤0.01% 271
2021
Q3 		$640 Hold
6,910
– – ﹤0.01% 268
2021
Q2 		$625 Sell
6,910
-150
-2% -$13.6K ﹤0.01% 260
2021
Q1 		$596 Hold
7,060
– – ﹤0.01% 250
2020
Q4 		$514 Buy
7,060
+1,700
+32% +$112K ﹤0.01% 217
2020
Q3 		$313 Buy
5,360
+1,000
+23% +$59.5K ﹤0.01% 244
2020
Q2 		$249 Buy
4,360
+600
+16% +$33.3K ﹤0.01% 228
2020
Q1 		$190 Buy
+3,760
New +$256K ﹤0.01% 240
2019
Q2 		$266K Buy
+3,860
New +$262K 0.1% 134
2018
Q4 		$238K Hold
4,010
– – 0.09% 142
2018
Q3 		$278K Buy
4,010
+400
+11% +$28.3K 0.09% 125
2018
Q2 		$245K Sell
3,610
-500
-12% -$34.9K 0.09% 143
2018
Q1 		$279K Hold
4,110
– – 0.15% 133
2017
Q4 		$292K Buy
4,110
+960
+30% +$65.1K 0.16% 126
2017
Q3 		$209K Buy
3,150
+600
+24% +$37.8K 0.13% 137
2017
Q2 		$161K Buy
+2,550
New +$154K 0.11% 153

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

Westside Investment Management's VFH Position: Q2 2026 in Review

Westside Investment Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 7,376 shares worth $971K. The position accounts for 0.13% of the portfolio, ranked #148.

Westside Investment Management first reported a position in VFH in Q2 2017 and has held it in 34 quarters since. The position peaked at $971K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Westside Investment Management held 7,376 shares of Vanguard Financials ETF worth $971K as of Q2 2026.
  • Westside Investment Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.13% of Westside Investment Management's portfolio in Q2 2026, its #148 holding.
  • Westside Investment Management first reported a position in Vanguard Financials ETF in Q2 2017 and has held it in 34 quarters since.
  • Westside Investment Management's Vanguard Financials ETF position peaked at $971K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.