Wheelhouse Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Wheelhouse Advisory Group’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	$11.6M	Buy	88,023 +4,331	+5%	+$553K	3.27%	13
2026 Q1	$10.1M	Buy	83,692 +3,016	+4%	+$385K	3.35%	13
2025 Q4	$10.9M	Buy	80,676 +5,642	+8%	+$733K	4.13%	12
2025 Q3	$9.85M	Buy	75,034 +2,907	+4%	+$376K	4.24%	11
2025 Q2	$9.18M	Buy	72,127 +2,134	+3%	+$254K	4.53%	11
2025 Q1	$8.36M	Buy	69,993 +2,761	+4%	+$336K	4.78%	11
2024 Q4	$7.94M	Buy	67,232 +1,944	+3%	+$230K	4.71%	10
2024 Q3	$7.18M	Buy	65,288 +1,612	+3%	+$171K	4.62%	10
2024 Q2	$6.44M	Buy	63,676 +1,509	+2%	+$151K	4.53%	10
2024 Q1	$6.37M	Buy	62,167 +2,752	+5%	+$264K	4.89%	10
2023 Q4	$5.48M	Buy	+59,415	New	+$4.99M	4.79%	10

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

Wheelhouse Advisory Group's VFH Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard Financials ETF (VFH) stake by 5.2% in Q2 2026, buying an estimated $553K and bringing the position to 88,023 shares worth $11.6M. The position accounts for 3.27% of the portfolio, ranked #13.

Wheelhouse Advisory Group first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Wheelhouse Advisory Group held 88,023 shares of Vanguard Financials ETF worth $11.6M as of Q2 2026.
Wheelhouse Advisory Group bought 4,331 Vanguard Financials ETF shares in Q2 2026, an estimated $553K.
Vanguard Financials ETF made up 3.27% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #13 holding.
Wheelhouse Advisory Group first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.