YWM
VFH icon

Yukon Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Yukon Wealth Management’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
Q1 		$1M Buy
8,313
+549
+7% +$70K 0.6% 38
2025
Q4 		$1.03M Buy
7,764
+38
+0.5% +$4.94K 0.59% 38
2025
Q3 		$1.01M Buy
7,726
+25
+0.3% +$3.24K 0.33% 50
2025
Q2 		$980K Buy
7,701
+450
+6% +$53.7K 0.35% 52
2025
Q1 		$866K Buy
+7,251
New +$883K 0.36% 52

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Yukon Wealth Management's VFH Position: Q1 2026 in Review

Yukon Wealth Management increased its Vanguard Financials ETF (VFH) stake by 7.1% in Q1 2026, buying an estimated $70K and bringing the position to 8,313 shares worth $1M. The position accounts for 0.6% of the portfolio, ranked #38.

Yukon Wealth Management first reported a position in VFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Yukon Wealth Management held 8,313 shares of Vanguard Financials ETF worth $1M as of Q1 2026.
  • Yukon Wealth Management bought 549 Vanguard Financials ETF shares in Q1 2026, an estimated $70K.
  • Vanguard Financials ETF made up 0.6% of Yukon Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Yukon Wealth Management first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's Vanguard Financials ETF position peaked at $1.03M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.