World Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

World Investment Advisors’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	$386K	Sell	3,048 -9,476	-76%	-$1.21M	0.01%	1086
2026 Q1	$1.51M	Sell	12,524 -8,089	-39%	-$1.03M	0.02%	573
2025 Q4	$2.75M	Buy	20,613 +8,953	+77%	+$1.16M	0.04%	395
2025 Q3	$1.53M	Buy	11,660 +242	+2%	+$31.3K	0.03%	463
2025 Q2	$1.45M	Buy	11,418 +3,514	+44%	+$419K	0.03%	439
2025 Q1	$944K	Buy	7,904 +4,856	+159%	+$592K	0.02%	528
2024 Q4	$360K	Buy	3,048 +980	+47%	+$116K	0.01%	760
2024 Q3	$227K	Buy	+2,068	New	+$219K	0.01%	825
2023 Q1	–	Sell	-4,625	Closed	-$383K	–	264
2022 Q4	$383K	Buy	4,625 +694	+18%	+$57.3K	0.09%	154
2022 Q3	$294K	Sell	3,931 -42	-1%	-$3.42K	0.07%	187
2022 Q2	$328K	Buy	3,973 +19	+0.5%	+$1.6K	0.07%	188
2022 Q1	$369K	Buy	3,954 +15	+0.4%	+$1.44K	0.08%	177
2021 Q4	$392K	Buy	+3,939	New	+$384K	0.08%	174

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

World Investment Advisors's VFH Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 76% in Q2 2026, selling an estimated $1.21M and leaving 3,048 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1086.

World Investment Advisors first reported a position in VFH in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.75M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

World Investment Advisors held 3,048 shares of Vanguard Financials ETF worth $386K as of Q2 2026.
World Investment Advisors sold 9,476 Vanguard Financials ETF shares in Q2 2026, an estimated $1.21M.
Vanguard Financials ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1086 holding.
World Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 13 quarters since.
World Investment Advisors's Vanguard Financials ETF position peaked at $2.75M in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.