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Aspen Grove Capital’s Vanguard Financials ETF VFH Stock Holding History

Aspen Grove Capital’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
-8,343
Closed -$1.01M – 222
2026
Q1 		$1.01M Sell
8,343
-6,442
-44% -$821K 0.2% 68
2025
Q4 		$1.97M Buy
14,785
+75
+0.5% +$9.74K 0.34% 44
2025
Q3 		$1.93M Sell
14,710
-2,609
-15% -$338K 0.32% 45
2025
Q2 		$2.2M Buy
17,319
+65
+0.4% +$7.75K 0.37% 42
2025
Q1 		$2.06M Buy
17,254
+72
+0.4% +$8.77K 0.4% 42
2024
Q4 		$2.03M Sell
17,182
-2,018
-11% -$239K 0.43% 42
2024
Q3 		$2.12M Buy
19,200
+87
+0.5% +$9.22K 0.47% 36
2024
Q2 		$1.92M Hold
19,113
– – 0.45% 39
2024
Q1 		$1.96M Buy
19,113
+75
+0.4% +$7.2K 0.55% 36
2023
Q4 		$1.76M Buy
19,038
+148
+0.8% +$12.4K 0.54% 35
2023
Q3 		$1.53M Sell
18,890
-92
-0.5% -$7.69K 0.57% 38
2023
Q2 		$1.55M Buy
18,982
+5
+0% +$392 0.5% 39
2023
Q1 		$1.48M Buy
18,977
+1,358
+8% +$115K 0.65% 33
2022
Q4 		$1.46M Buy
+17,619
New +$1.46M 0.67% 37

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aspen Grove Capital's VFH Position: Q2 2026 in Review

Aspen Grove Capital sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 8,343 shares — an estimated $1.01M sold.

Aspen Grove Capital first reported a position in VFH in Q4 2022 and held it in 14 quarters. The position peaked at $2.2M in Q2 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Aspen Grove Capital reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Aspen Grove Capital sold 8,343 Vanguard Financials ETF shares in Q2 2026, an estimated $1.01M.
  • Aspen Grove Capital first reported a position in Vanguard Financials ETF in Q4 2022 and held it in 14 quarters.
  • Aspen Grove Capital's Vanguard Financials ETF position peaked at $2.2M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.