Action Point Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Action Point Financial Planning’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	$183K	Buy	+1,388	New	+$177K	0.02%	460

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

Action Point Financial Planning's VFH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,388 shares worth $183K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings.

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

Action Point Financial Planning held 1,388 shares of Vanguard Financials ETF worth $183K as of Q2 2026.
Vanguard Financials ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard Financials ETF made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #460 holding.
756 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.