Question 1

How many shares of VFH does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 14,146 shares of VFH (VANGUARD FINANCIALS ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's VFH position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's VFH position is worth $1.9M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling VFH?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their VFH position (-0.6% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy VFH?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in VFH in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	14,146	-0.6%	$1.9M	0.0%	$131.60	0
2026-Q1	Decreased	14,227	-1.0%	$1.7M	0.0%	$125.42	0
2025-Q4	Increased	14,365	+5.1%	$1.9M	0.0%	$134.50	27
2025-Q3	Increased	13,671	+7.1%	$1.8M	0.0%	$131.33	28
2025-Q2	Increased	12,769	+1.8%	$1.6M	0.0%	$125.10	26
2025-Q1	Increased	12,543	+1.1%	$1.5M	0.0%	$116.62	26
2024-Q4	Decreased	12,403	-3.2%	$1.5M	0.0%	$116.15	0
2024-Q3	Increased	12,814	+18.1%	$1.4M	0.0%	$107.24	30
2024-Q2	Decreased	10,850	-1.2%	$1.1M	0.0%	$97.24	0
2024-Q1	Increased	10,984	+2.1%	$1.1M	0.0%	$99.23	26
2023-Q4	Decreased	10,757	-10.9%	$992,428	0.0%	$89.06	0
2023-Q3	Decreased	12,071	-5.7%	$969,539	0.0%	$77.08	0
2023-Q2	Decreased	12,800	-9.2%	$1M	0.0%	$76.91	0
2023-Q1	Decreased	14,097	-3.3%	$1.1M	0.0%	$73.03	0
2022-Q4	Decreased	14,582	-70.4%	$1.2M	0.0%	$78.01	0
2022-Q3	Increased	49,320	+16.9%	$3.7M	0.1%	$70.33	31
2022-Q2	Decreased	42,191	-7.0%	$3.3M	0.1%	$72.35	0
2022-Q1	Increased	45,343	+124.8%	$4.2M	0.1%	$88.33	43
2021-Q4	Increased	20,170	+63.0%	$1.9M	0.0%	$89.05	38
2021-Q3	Increased	12,377	+2.2%	$1.1M	0.0%	$86.17	26
2021-Q2	Decreased	12,112	-52.2%	$1.1M	0.0%	$82.18	0
2021-Q1	Increased	25,318	+164.8%	$1.1B	0.0%	$77.28	51
2020-Q4	Decreased	9,561	-4.2%	$697,000	0.0%	$65.01	0
2020-Q3	Increased	9,980	+0.7%	$584,000	0.0%	$51.86	24
2020-Q2	Decreased	9,916	-17.2%	$567,000	0.0%	$50.22	0
2020-Q1	Decreased	11,981	-13.5%	$607,000	0.0%	$46.30	0
2019-Q4	Decreased	13,845	-3.6%	$1.1M	0.0%	$66.95	0
2019-Q3	Decreased	14,370	-28.6%	$1M	0.0%	$61.24	0
2019-Q2	Increased	20,112	+35.6%	$1.4M	0.1%	$59.94	33
2019-Q1	New	14,829	-	$957,000	0.0%	$55.76	35

VFH30 quarters

VFH
30 quarters