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Axiom Financial Strategies’s Vanguard Financials ETF VFH Stock Holding History

Axiom Financial Strategies’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 		– Sell
-28,817
Closed -$3.85M – 43
2025
Q4 		$3.85M Buy
28,817
+715
+3% +$92.9K 1.62% 15
2025
Q3 		$3.69M Sell
28,102
-54
-0.2% -$6.99K 1.59% 16
2025
Q2 		$3.58M Sell
28,156
-75
-0.3% -$8.94K 2% 16
2025
Q1 		$3.37M Sell
28,231
-44,731
-61% -$5.45M 2% 15
2024
Q4 		$8.61M Buy
72,962
+1,206
+2% +$143K 4.81% 6
2024
Q3 		$7.89M Buy
71,756
+18,017
+34% +$1.91M 4.16% 7
2024
Q2 		$5.37M Sell
53,739
-113
-0.2% -$11.3K 3.49% 11
2024
Q1 		$5.51M Sell
53,852
-7,633
-12% -$732K 3.51% 12
2023
Q4 		$5.67M Sell
61,485
-239
-0.4% -$20.1K 3.68% 10
2023
Q3 		$4.96M Sell
61,724
-5,249
-8% -$439K 3.33% 13
2023
Q2 		$5.44M Buy
66,973
+3,919
+6% +$308K 3.12% 13
2023
Q1 		$4.91M Buy
63,054
+3,399
+6% +$288K 2.73% 12
2022
Q4 		$4.94M Buy
59,655
+236
+0.4% +$19.5K 3.1% 12
2022
Q3 		$4.42M Sell
59,419
-14,884
-20% -$1.21M 2.35% 13
2022
Q2 		$5.74M Sell
74,303
-10
-0% -$844 3.02% 10
2022
Q1 		$6.21M Buy
74,313
+1,042
+1% +$99.8K 3.13% 9
2021
Q4 		$7.08M Buy
73,271
+6,117
+9% +$596K 3.22% 9
2021
Q3 		$6.22M Buy
67,154
+10,721
+19% +$989K 2.93% 10
2021
Q2 		$5.1M Buy
56,433
+11,638
+26% +$1.05M 2.35% 13
2021
Q1 		$3.79M Sell
44,795
-8,314
-16% -$663K 1.86% 15
2020
Q4 		$3.11M Hold
53,109
– – 1.87% 18
2020
Q3 		$3.11M Sell
53,109
-18,964
-26% -$1.13M 1.87% 18
2020
Q2 		$4.12M Buy
72,073
+4,240
+6% +$236K 2.69% 11
2020
Q1 		$3.44M Buy
+67,833
New +$4.62M 2.78% 11

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Axiom Financial Strategies's VFH Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 28,817 shares — an estimated $3.85M sold.

Axiom Financial Strategies first reported a position in VFH in Q1 2020 and held it in 24 quarters. The position peaked at $8.61M in Q4 2024. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 28,817 Vanguard Financials ETF shares in Q1 2026, an estimated $3.85M.
  • Axiom Financial Strategies first reported a position in Vanguard Financials ETF in Q1 2020 and held it in 24 quarters.
  • Axiom Financial Strategies's Vanguard Financials ETF position peaked at $8.61M in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.