Bullock Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Bullock Wealth 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	$65.2K	Buy	485 +1	+0.2%	+$128	0.03%	256
2026 Q1	$58.5K	Buy	484 +1	+0.2%	+$128	0.03%	260
2025 Q4	$64.5K	Buy	483 +1	+0.2%	+$130	0.03%	240
2025 Q3	$62.7K	Hold	482	–	–	0.03%	244
2025 Q2	$61.7K	Buy	482 +1	+0.2%	+$119	0.03%	228
2025 Q1	$57.4K	Buy	481 +1	+0.2%	+$122	0.03%	233
2024 Q4	$56.7K	Sell	480 -17	-3%	-$2.01K	0.03%	240
2024 Q3	$54.3K	Buy	497 +2	+0.4%	+$212	0.03%	234
2024 Q2	$49.6K	Sell	495 -112	-18%	-$11.2K	0.03%	234
2024 Q1	$61.7K	Buy	+607	New	+$58.2K	0.04%	227

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

Bullock Wealth Management's VFH Position: Q2 2026 in Review

Bullock Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.21% in Q2 2026, buying an estimated $128 and bringing the position to 485 shares worth $65.2K. The position accounts for 0.03% of the portfolio, ranked #256.

Bullock Wealth Management first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Bullock Wealth Management held 485 shares of Vanguard Financials ETF worth $65.2K as of Q2 2026.
Bullock Wealth Management bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
Vanguard Financials ETF made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #256 holding.
Bullock Wealth Management first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.