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Capital Square’s Vanguard Financials ETF VFH Stock Holding History

Capital Square’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 		$407K Buy
2,983
+124
+4% +$15.8K 0.18% 124
2026
Q1 		$362K Sell
2,859
-78
-3% -$9.95K 0.17% 139
2025
Q4 		$392K Buy
2,937
+259
+10% +$33.6K 0.2% 113
2025
Q3 		$352K Buy
2,678
+180
+7% +$23.3K 0.18% 121
2025
Q2 		$318K Buy
2,498
+84
+3% +$10K 0.17% 131
2025
Q1 		$288K Sell
2,414
-458
-16% -$55.8K 0.17% 132
2024
Q4 		$357K Buy
2,872
+250
+10% +$29.6K 0.2% 117
2024
Q3 		$288K Buy
2,622
+115
+5% +$12.2K 0.18% 121
2024
Q2 		$264K Buy
2,507
+141
+6% +$14.1K 0.17% 123
2024
Q1 		$242K Buy
+2,366
New +$227K 0.17% 123
2023
Q1 		– Sell
-3,209
Closed -$265K – 154
2022
Q4 		$265K Buy
3,209
+26
+0.8% +$2.15K 0.24% 108
2022
Q3 		$236K Buy
3,183
+12
+0.4% +$976 0.21% 109
2022
Q2 		$244K Buy
3,171
+268
+9% +$22.6K 0.2% 110
2022
Q1 		$271K Buy
2,903
+393
+16% +$37.6K 0.19% 115
2021
Q4 		$247K Buy
+2,510
New +$245K 0.17% 130
2020
Q2 		– Sell
-1,130
Closed -$57K – 282
2020
Q1 		$57K Buy
+1,130
New +$77K 0.07% 188

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

Capital Square's VFH Position: Q2 2026 in Review

Capital Square increased its Vanguard Financials ETF (VFH) stake by 4.3% in Q2 2026, buying an estimated $15.8K and bringing the position to 2,983 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #124.

Capital Square first reported a position in VFH in Q1 2020 and has held it in 16 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Capital Square held 2,983 shares of Vanguard Financials ETF worth $407K as of Q2 2026.
  • Capital Square bought 124 Vanguard Financials ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Financials ETF made up 0.18% of Capital Square's portfolio in Q2 2026, its #124 holding.
  • Capital Square first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 16 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.