Blackston Financial Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Blackston Financial Advisory Group’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	$690K	Sell	5,709 -99	-2%	-$12.6K	0.43%	34
2025 Q4	$775K	Buy	5,808 +220	+4%	+$28.6K	0.47%	32
2025 Q3	$733K	Sell	5,588 -305	-5%	-$39.5K	0.44%	34
2025 Q2	$750K	Hold	5,893	–	–	0.47%	29
2025 Q1	$704K	Sell	5,893 -192	-3%	-$23.4K	0.48%	31
2024 Q4	$719K	Buy	6,085 +1,241	+26%	+$147K	0.36%	45
2024 Q3	$532K	Buy	+4,844	New	+$513K	0.28%	57

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 $530B AUM 22.01% 1-Year Est. Return

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 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Blackston Financial Advisory Group's VFH Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Financials ETF (VFH) stake by 1.7% in Q1 2026, selling an estimated $12.6K and leaving 5,709 shares worth $690K. The position accounts for 0.43% of the portfolio, ranked #34.

Blackston Financial Advisory Group first reported a position in VFH in Q3 2024 and has held it in 7 quarters since. The position peaked at $775K in Q4 2025. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Blackston Financial Advisory Group held 5,709 shares of Vanguard Financials ETF worth $690K as of Q1 2026.
Blackston Financial Advisory Group sold 99 Vanguard Financials ETF shares in Q1 2026, an estimated $12.6K.
Vanguard Financials ETF made up 0.43% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #34 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 7 quarters since.
Blackston Financial Advisory Group's Vanguard Financials ETF position peaked at $775K in Q4 2025.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.