Annis Gardner Whiting Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-130	Closed	-$15.7K	–	1209
2026 Q1	$15.7K	Hold	130	–	–	﹤0.01%	789
2025 Q4	$17.4K	Hold	130	–	–	﹤0.01%	685
2025 Q3	$17.1K	Hold	130	–	–	﹤0.01%	630
2025 Q2	$16.5K	Buy	+130	New	+$15.5K	0.01%	599

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

Annis Gardner Whiting Capital Advisors's VFH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 130 shares — an estimated $15.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VFH in Q2 2025 and held it in 4 quarters. The position peaked at $17.4K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 130 Vanguard Financials ETF shares in Q2 2026, an estimated $15.7K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Financials ETF in Q2 2025 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Financials ETF position peaked at $17.4K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.