Winch Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Winch Advisory Services’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	$594K	Buy	4,514 +29	+0.6%	+$3.7K	0.12%	73
2026 Q1	$542K	Buy	4,485 +15	+0.3%	+$1.91K	0.12%	72
2025 Q4	$597K	Sell	4,470 -47	-1%	-$6.11K	0.13%	69
2025 Q3	$593K	Buy	4,517 +14	+0.3%	+$1.81K	0.13%	68
2025 Q2	$573K	Buy	4,503 +17	+0.4%	+$2.03K	0.14%	64
2025 Q1	$536K	Buy	4,486 +19	+0.4%	+$2.31K	0.14%	65
2024 Q4	$527K	Buy	4,467 +47	+1%	+$5.56K	0.14%	60
2024 Q3	$486K	Buy	4,420 +7	+0.2%	+$742	0.13%	63
2024 Q2	$441K	Hold	4,413	–	–	0.13%	65
2024 Q1	$452K	Buy	4,413 +17	+0.4%	+$1.63K	0.14%	61
2023 Q4	$406K	Buy	4,396 +54	+1%	+$4.54K	0.13%	59
2023 Q3	$349K	Sell	4,342 -215	-5%	-$18K	0.13%	62
2023 Q2	$370K	Hold	4,557	–	–	0.13%	61
2023 Q1	$355K	Buy	4,557 +19	+0.4%	+$1.61K	0.14%	64
2022 Q4	$375K	Buy	4,538 +47	+1%	+$3.88K	0.16%	61
2022 Q3	$334K	Hold	4,491	–	–	0.14%	58
2022 Q2	$347K	Buy	4,491 +74	+2%	+$6.25K	0.14%	57
2022 Q1	$413K	Sell	4,417 -482	-10%	-$46.2K	0.14%	56
2021 Q4	$473K	Buy	4,899 +128	+3%	+$12.5K	0.16%	56
2021 Q3	$442K	Hold	4,771	–	–	0.15%	55
2021 Q2	$432K	Buy	4,771 +2,903	+155%	+$262K	0.16%	55
2021 Q1	$158K	Buy	1,868 +1,770	+1,806%	+$141K	0.06%	69
2020 Q4	$7K	Buy	+98	New	+$6.47K	﹤0.01%	269

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

Winch Advisory Services's VFH Position: Q2 2026 in Review

Winch Advisory Services increased its Vanguard Financials ETF (VFH) stake by 0.65% in Q2 2026, buying an estimated $3.7K and bringing the position to 4,514 shares worth $594K. The position accounts for 0.12% of the portfolio, ranked #73.

Winch Advisory Services first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. The position peaked at $597K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Winch Advisory Services held 4,514 shares of Vanguard Financials ETF worth $594K as of Q2 2026.
Winch Advisory Services bought 29 Vanguard Financials ETF shares in Q2 2026, an estimated $3.7K.
Vanguard Financials ETF made up 0.12% of Winch Advisory Services's portfolio in Q2 2026, its #73 holding.
Winch Advisory Services first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
Winch Advisory Services's Vanguard Financials ETF position peaked at $597K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.