Stonebridge Financial Group, LLC/CA’s Vanguard Financials ETF VFH Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$1.86M	Buy	+14,111	New	+$1.8M	0.26%	77

Other funds holding VFH

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VFH Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 14,111 shares worth $1.86M. The stake represents 0.26% of the portfolio and ranks #77 among its holdings.

656 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 14,111 shares of Vanguard Financials ETF worth $1.86M as of Q2 2026.
Vanguard Financials ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Financials ETF made up 0.26% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #77 holding.
656 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.