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 Q2	$415K	Sell	3,152 -2	-0.1%	-$255	0.12%	121
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 $1.55T 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

Arrowroot Family Office's VFH Position: Q2 2026 in Review

Arrowroot Family Office reduced its Vanguard Financials ETF (VFH) stake by 0.06% in Q2 2026, selling an estimated $255 and leaving 3,152 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #121.

Arrowroot Family Office first reported a position in VFH in Q1 2023 and has held it in 13 quarters since. The position peaked at $542K in Q4 2024. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Arrowroot Family Office held 3,152 shares of Vanguard Financials ETF worth $415K as of Q2 2026.
Arrowroot Family Office sold 2 Vanguard Financials ETF shares in Q2 2026, an estimated $255.
Vanguard Financials ETF made up 0.12% of Arrowroot Family Office's portfolio in Q2 2026, its #121 holding.
Arrowroot Family Office first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 13 quarters since.
Arrowroot Family Office's Vanguard Financials ETF position peaked at $542K in Q4 2024.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.