Arrowroot Family Office’s Vanguard Financials ETF VFH Stock Holding History

Arrowroot Family Office’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	$381K	Buy	3,154 +14	+0.4%	+$1.78K	0.13%	114
2025 Q4	$419K	Sell	3,140 -153	-5%	-$19.9K	0.15%	99
2025 Q3	$432K	Hold	3,293	–	–	0.17%	92
2025 Q2	$419K	Buy	+3,293	New	+$393K	0.19%	90
2024 Q4	$542K	Sell	4,594 -63	-1%	-$7.45K	0.28%	73
2024 Q3	$512K	Buy	4,657 +161	+4%	+$17.1K	0.3%	72
2024 Q2	$449K	Buy	4,496 +105	+2%	+$10.5K	0.29%	79
2024 Q1	$450K	Sell	4,391 -56	-1%	-$5.37K	0.29%	79
2023 Q4	$410K	Sell	4,447 -49	-1%	-$4.12K	0.29%	77
2023 Q3	$361K	Sell	4,496 -101	-2%	-$8.44K	0.28%	87
2023 Q2	$373K	Sell	4,597 -195	-4%	-$15.3K	0.28%	83
2023 Q1	$373K	Buy	+4,792	New	+$405K	0.32%	79

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arrowroot Family Office's VFH Position: Q1 2026 in Review

Arrowroot Family Office increased its Vanguard Financials ETF (VFH) stake by 0.45% in Q1 2026, buying an estimated $1.78K and bringing the position to 3,154 shares worth $381K. The position accounts for 0.13% of the portfolio, ranked #114.

Arrowroot Family Office first reported a position in VFH in Q1 2023 and has held it in 12 quarters since. The position peaked at $542K in Q4 2024. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Arrowroot Family Office held 3,154 shares of Vanguard Financials ETF worth $381K as of Q1 2026.
Arrowroot Family Office bought 14 Vanguard Financials ETF shares in Q1 2026, an estimated $1.78K.
Vanguard Financials ETF made up 0.13% of Arrowroot Family Office's portfolio in Q1 2026, its #114 holding.
Arrowroot Family Office first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 12 quarters since.
Arrowroot Family Office's Vanguard Financials ETF position peaked at $542K in Q4 2024.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.