CPA
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Cardiff Park Advisors’s Vanguard Financials ETF VFH Stock Holding History

Cardiff Park Advisors’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
Q1 		$55.9K Buy
463
+1
+0.2% +$128 ﹤0.01% 332
2025
Q4 		$61.6K Sell
462
-84
-15% -$10.9K 0.01% 313
2025
Q3 		$71.6K Buy
546
+2
+0.4% +$259 0.01% 329
2025
Q2 		$69.3K Buy
544
+298
+121% +$35.5K 0.01% 302
2025
Q1 		$29.4K Buy
246
+105
+74% +$12.8K ﹤0.01% 321
2024
Q4 		$16.6K Buy
141
+55
+64% +$6.5K ﹤0.01% 318
2024
Q3 		$9.45K Hold
86
– – ﹤0.01% 327
2024
Q2 		$8.59K Hold
86
– – ﹤0.01% 320
2024
Q1 		$8.81K Hold
86
– – ﹤0.01% 338
2023
Q4 		$7.93K Hold
86
– – ﹤0.01% 320
2023
Q3 		$6.91K Hold
86
– – ﹤0.01% 301
2023
Q2 		$6.99K Hold
86
– – ﹤0.01% 311
2023
Q1 		$6.7K Hold
86
– – ﹤0.01% 306
2022
Q4 		$7.12K Hold
86
– – ﹤0.01% 304
2022
Q3 		$6K Hold
86
– – ﹤0.01% 309
2022
Q2 		$7K Hold
86
– – ﹤0.01% 310
2022
Q1 		$8K Hold
86
– – ﹤0.01% 309
2021
Q4 		$8K Buy
+86
New +$8.38K ﹤0.01% 300

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return