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

Windsor 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 		$400K Buy
+3,039
New +$388K 0.29% 45
2023
Q1 		– Sell
-666
Closed -$55.1K – 75
2022
Q4 		$55.1K Buy
+666
New +$55K 0.15% 56

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

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

Windsor Advisory Group opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 3,039 shares worth $400K. The stake represents 0.29% of the portfolio and ranks #45 among its holdings. This is a return to the name: Windsor Advisory Group previously reported a position in VFH as recently as Q4 2022.

Windsor Advisory Group first reported a position in VFH in Q4 2022 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Windsor Advisory Group held 3,039 shares of Vanguard Financials ETF worth $400K as of Q2 2026.
  • Vanguard Financials ETF was a new Windsor Advisory Group position in Q2 2026.
  • Vanguard Financials ETF made up 0.29% of Windsor Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Windsor Advisory Group first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.