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 Q2	$786K	Buy	5,969 +260	+5%	+$33.2K	0.44%	32
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 $1.55T 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

Blackston Financial Advisory Group's VFH Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Vanguard Financials ETF (VFH) stake by 4.6% in Q2 2026, buying an estimated $33.2K and bringing the position to 5,969 shares worth $786K. The position accounts for 0.44% of the portfolio, ranked #32.

Blackston Financial Advisory Group first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Blackston Financial Advisory Group held 5,969 shares of Vanguard Financials ETF worth $786K as of Q2 2026.
Blackston Financial Advisory Group bought 260 Vanguard Financials ETF shares in Q2 2026, an estimated $33.2K.
Vanguard Financials ETF made up 0.44% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #32 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.