Acropolis Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Acropolis Investment 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 Q2	$408K	Sell	3,102 -22	-0.7%	-$2.81K	0.02%	207
2026 Q1	$377K	Hold	3,124	–	–	0.02%	205
2025 Q4	$417K	Buy	3,124 +3	+0.1%	+$390	0.02%	195
2025 Q3	$397K	Buy	3,121 +730	+31%	+$94.5K	0.02%	194
2025 Q2	$304K	Buy	2,391 +4	+0.2%	+$477	0.02%	196
2025 Q1	$285K	Buy	2,387 +4	+0.2%	+$487	0.02%	193
2024 Q4	$281K	Buy	2,383 +11	+0.5%	+$1.3K	0.02%	196
2024 Q3	$261K	Hold	2,372	–	–	0.02%	204
2024 Q2	$237K	Hold	2,372	–	–	0.02%	204
2024 Q1	$243K	Hold	2,372	–	–	0.02%	205
2023 Q4	$219K	Hold	2,372	–	–	0.02%	209
2023 Q3	$191K	Hold	2,372	–	–	0.01%	217
2023 Q2	$193K	Buy	2,372 +1,002	+73%	+$78.6K	0.02%	202
2023 Q1	$107K	Hold	1,370	–	–	0.01%	250
2022 Q4	$113K	Hold	1,370	–	–	0.01%	239
2022 Q3	$102K	Hold	1,370	–	–	0.01%	233
2022 Q2	$106K	Hold	1,370	–	–	0.01%	237
2022 Q1	$128K	Hold	1,370	–	–	0.01%	220
2021 Q4	$132K	Buy	+1,370	New	+$133K	0.01%	218

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

Acropolis Investment Management's VFH Position: Q2 2026 in Review

Acropolis Investment Management reduced its Vanguard Financials ETF (VFH) stake by 0.7% in Q2 2026, selling an estimated $2.81K and leaving 3,102 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #207.

Acropolis Investment Management first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $417K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Acropolis Investment Management held 3,102 shares of Vanguard Financials ETF worth $408K as of Q2 2026.
Acropolis Investment Management sold 22 Vanguard Financials ETF shares in Q2 2026, an estimated $2.81K.
Vanguard Financials ETF made up 0.02% of Acropolis Investment Management's portfolio in Q2 2026, its #207 holding.
Acropolis Investment Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
Acropolis Investment Management's Vanguard Financials ETF position peaked at $417K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.