CJ
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Caitlin John’s Vanguard Financials ETF VFH Stock Holding History

Caitlin John’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 		$29.7K Hold
226
– – 0.02% 442
2026
Q1 		$27.3K Buy
226
+29
+15% +$3.7K 0.02% 378
2025
Q4 		$26.3K Buy
197
+46
+30% +$5.97K 0.02% 402
2025
Q3 		$19.8K Buy
+151
New +$19.6K 0.01% 402
2025
Q1 		– Sell
-293
Closed -$34.6K – 775
2024
Q4 		$34.6K Hold
293
– – 0.02% 287
2024
Q3 		$35.7K Hold
293
– – 0.02% 286
2024
Q2 		$29.2K Hold
293
– – 0.02% 313
2024
Q1 		$30K Sell
293
-33
-10% -$3.17K 0.02% 298
2023
Q4 		$30.1K Buy
+326
New +$27.4K 0.02% 281

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

Caitlin John's VFH Position: Q2 2026 in Review

Caitlin John held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 226 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #442.

Caitlin John first reported a position in VFH in Q4 2023 and has held it in 9 quarters since. The position peaked at $35.7K in Q3 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Caitlin John held 226 shares of Vanguard Financials ETF worth $29.7K as of Q2 2026.
  • Caitlin John left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.02% of Caitlin John's portfolio in Q2 2026, its #442 holding.
  • Caitlin John first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Vanguard Financials ETF position peaked at $35.7K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.