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Brandywine Oak Private Wealth’s Vanguard Financials ETF VFH Stock Holding History

Brandywine Oak Private Wealth’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 		$803K Hold
6,101
– – 0.06% 124
2026
Q1 		$737K Hold
6,101
– – 0.06% 130
2025
Q4 		$814K Hold
6,101
– – 0.07% 120
2025
Q3 		$801K Hold
6,101
– – 0.07% 118
2025
Q2 		$777K Sell
6,101
-234
-4% -$27.9K 0.07% 119
2025
Q1 		$757K Hold
6,335
– – 0.07% 119
2024
Q4 		$748K Hold
6,335
– – 0.07% 118
2024
Q3 		$696K Hold
6,335
– – 0.07% 127
2024
Q2 		$633K Hold
6,335
– – 0.07% 130
2024
Q1 		$649K Sell
6,335
-1
-0% -$96 0.07% 131
2023
Q4 		$585K Sell
6,336
-2
-0% -$168 0.06% 132
2023
Q3 		$509K Hold
6,338
– – 0.06% 143
2023
Q2 		$515K Hold
6,338
– – 0.06% 154
2023
Q1 		$494K Buy
6,338
+176
+3% +$14.9K 0.06% 161
2022
Q4 		$510K Sell
6,162
-62
-1% -$5.12K 0.06% 157
2022
Q3 		$463K Sell
6,224
-90
-1% -$7.32K 0.06% 158
2022
Q2 		$487K Sell
6,314
-1,241
-16% -$105K 0.06% 175
2022
Q1 		$705K Sell
7,555
-110
-1% -$10.5K 0.08% 154
2021
Q4 		$740K Hold
7,665
– – 0.08% 163
2021
Q3 		$710K Sell
7,665
-208
-3% -$19.2K 0.08% 161
2021
Q2 		$712K Buy
7,873
+322
+4% +$29.1K 0.08% 158
2021
Q1 		$638K Sell
7,551
-393
-5% -$31.3K 0.09% 131
2020
Q4 		$578K Sell
7,944
-1,320
-14% -$87.1K 0.09% 134
2020
Q3 		$541K Sell
9,264
-509
-5% -$30.3K 0.09% 134
2020
Q2 		$559K Buy
9,773
+2,663
+37% +$148K 0.1% 121
2020
Q1 		$465K Sell
7,110
-39,336
-85% -$2.68M 0.1% 116
2019
Q4 		$3.54M Buy
46,446
+247
+0.5% +$18K 0.64% 29
2019
Q3 		$3.23M Buy
46,199
+528
+1% +$36.5K 0.61% 30
2019
Q2 		$3.15M Buy
45,671
+997
+2% +$67.6K 0.63% 31
2019
Q1 		$2.88M Buy
44,674
+7,535
+20% +$489K 0.6% 31
2018
Q4 		$2.25M Buy
+37,139
New +$2.41M 0.51% 36

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brandywine Oak Private Wealth's VFH Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 6,101 shares worth $803K. The position accounts for 0.06% of the portfolio, ranked #124.

Brandywine Oak Private Wealth first reported a position in VFH in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.54M in Q4 2019. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Brandywine Oak Private Wealth held 6,101 shares of Vanguard Financials ETF worth $803K as of Q2 2026.
  • Brandywine Oak Private Wealth left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #124 holding.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Vanguard Financials ETF position peaked at $3.54M in Q4 2019.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.