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BDF
Black Diamond Financial’s
Vanguard Financials ETF
VFH
Stock Holding History
Black Diamond Financial’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
$1.09M
Sell
8,996
-154
-2%
-$19.6K
0.12%
77
2025
Q4
$1.22M
Buy
9,150
+6,000
+190%
+$779K
0.13%
74
2025
Q3
$413K
Hold
3,150
–
–
0.05%
109
2025
Q2
$401K
Hold
3,150
–
–
0.06%
96
2025
Q1
$376K
Hold
3,150
–
–
0.06%
105
2024
Q4
$372K
Hold
3,150
–
–
0.06%
102
2024
Q3
$346K
Hold
3,150
–
–
0.06%
103
2024
Q2
$315K
Hold
3,150
–
–
0.06%
105
2024
Q1
$291K
Hold
3,150
–
–
0.08%
88
2023
Q4
$291K
Hold
3,150
–
–
0.08%
88
2023
Q3
$253K
Hold
3,150
–
–
0.08%
92
2023
Q2
$256K
Hold
3,150
–
–
0.08%
91
2023
Q1
$245K
Hold
3,150
–
–
0.08%
94
2022
Q4
$261K
Hold
3,150
–
–
0.09%
91
2022
Q3
$234K
Hold
3,150
–
–
0.09%
91
2022
Q2
$243K
Hold
3,150
–
–
0.1%
99
2022
Q1
$294K
Hold
3,150
–
–
0.09%
93
2021
Q4
$304K
Hold
3,150
–
–
0.1%
72
2021
Q3
$292K
Hold
3,150
–
–
0.14%
57
2021
Q2
$285K
Hold
3,150
–
–
0.11%
65
2021
Q1
$266K
Buy
+3,150
New
+$251K
0.11%
70
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
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$431B 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
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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