Birchcreek Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Birchcreek Wealth Management’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	$1.19M	Buy	9,078 +2,036	+29%	+$260K	0.47%	39
2026 Q1	$851K	Hold	7,042	–	–	0.41%	44
2025 Q4	$940K	Buy	7,042 +122	+2%	+$15.8K	0.46%	40
2025 Q3	$908K	Buy	6,920 +195	+3%	+$25.3K	0.47%	42
2025 Q2	$856K	Buy	6,725 +200	+3%	+$23.8K	0.49%	41
2025 Q1	$780K	Sell	6,525 -18	-0.3%	-$2.19K	0.49%	41
2024 Q4	$773K	Buy	6,543 +577	+10%	+$68.2K	0.49%	42
2024 Q3	$656K	Hold	5,966	–	–	0.43%	46
2024 Q2	$596K	Hold	5,966	–	–	0.34%	65
2024 Q1	$611K	Hold	5,966	–	–	0.32%	72
2023 Q4	$550K	Sell	5,966 -477	-7%	-$40.1K	0.33%	73
2023 Q3	$518K	Hold	6,443	–	–	0.35%	73
2023 Q2	$523K	Sell	6,443 -91	-1%	-$7.14K	0.37%	70
2023 Q1	$509K	Buy	6,534 +134	+2%	+$11.3K	0.4%	65
2022 Q4	$529K	Buy	6,400 +2,315	+57%	+$191K	0.47%	61
2022 Q3	$304K	Buy	4,085 +809	+25%	+$65.8K	0.28%	84
2022 Q2	$253K	Buy	3,276 +30	+0.9%	+$2.53K	0.23%	98
2022 Q1	$303K	Sell	3,246 -55	-2%	-$5.27K	0.27%	83
2021 Q4	$319K	Sell	3,301 -874	-21%	-$85.2K	0.28%	82
2021 Q3	$387K	Hold	4,175	–	–	0.36%	67
2021 Q2	$378K	Hold	4,175	–	–	0.36%	63
2021 Q1	$353K	Sell	4,175 -66	-2%	-$5.26K	0.37%	66
2020 Q4	$308K	Buy	+4,241	New	+$280K	0.3%	73

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

Birchcreek Wealth Management's VFH Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Vanguard Financials ETF (VFH) stake by 29% in Q2 2026, buying an estimated $260K and bringing the position to 9,078 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #39.

Birchcreek Wealth Management first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Birchcreek Wealth Management held 9,078 shares of Vanguard Financials ETF worth $1.19M as of Q2 2026.
Birchcreek Wealth Management bought 2,036 Vanguard Financials ETF shares in Q2 2026, an estimated $260K.
Vanguard Financials ETF made up 0.47% of Birchcreek Wealth Management's portfolio in Q2 2026, its #39 holding.
Birchcreek Wealth Management first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.