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 Q2	$1.18M	Sell	8,973 -23	-0.3%	-$2.94K	0.1%	76
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 $1.55T 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

Black Diamond Financial's VFH Position: Q2 2026 in Review

Black Diamond Financial reduced its Vanguard Financials ETF (VFH) stake by 0.26% in Q2 2026, selling an estimated $2.94K and leaving 8,973 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #76.

Black Diamond Financial first reported a position in VFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.22M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Black Diamond Financial held 8,973 shares of Vanguard Financials ETF worth $1.18M as of Q2 2026.
Black Diamond Financial sold 23 Vanguard Financials ETF shares in Q2 2026, an estimated $2.94K.
Vanguard Financials ETF made up 0.1% of Black Diamond Financial's portfolio in Q2 2026, its #76 holding.
Black Diamond Financial first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 22 quarters since.
Black Diamond Financial's Vanguard Financials ETF position peaked at $1.22M in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.