Boyd Watterson Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Boyd Watterson Asset 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	$11.4K	Hold	87	–	–	﹤0.01%	280
2026 Q1	$10.5K	Hold	87	–	–	﹤0.01%	279
2025 Q4	$11.6K	Hold	87	–	–	﹤0.01%	279
2025 Q3	$11.4K	Hold	87	–	–	﹤0.01%	278
2025 Q2	$11.1K	Hold	87	–	–	﹤0.01%	287
2025 Q1	$10.4K	Hold	87	–	–	﹤0.01%	295
2024 Q4	$10.3K	Sell	87 -1	-1%	-$118	﹤0.01%	305
2024 Q3	$9.67K	Hold	88	–	–	﹤0.01%	310
2024 Q2	$8.79K	Hold	88	–	–	﹤0.01%	315
2024 Q1	$9.01K	Hold	88	–	–	﹤0.01%	312
2023 Q4	$8.12K	Hold	88	–	–	﹤0.01%	318
2023 Q3	$7.07K	Hold	88	–	–	﹤0.01%	317
2023 Q2	$7.15K	Hold	88	–	–	﹤0.01%	317
2023 Q1	$6.85K	Hold	88	–	–	﹤0.01%	323
2022 Q4	$7.28K	Buy	+88	New	+$7.27K	﹤0.01%	322

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

Boyd Watterson Asset Management's VFH Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 87 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Boyd Watterson Asset Management first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.6K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Boyd Watterson Asset Management held 87 shares of Vanguard Financials ETF worth $11.4K as of Q2 2026.
Boyd Watterson Asset Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #280 holding.
Boyd Watterson Asset Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's Vanguard Financials ETF position peaked at $11.6K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.