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 Q2	$61.3K	Buy	466 +3	+0.6%	+$383	﹤0.01%	318
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 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

Cardiff Park Advisors's VFH Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Financials ETF (VFH) stake by 0.65% in Q2 2026, buying an estimated $383 and bringing the position to 466 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Cardiff Park Advisors first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $71.6K in Q3 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Cardiff Park Advisors held 466 shares of Vanguard Financials ETF worth $61.3K as of Q2 2026.
Cardiff Park Advisors bought 3 Vanguard Financials ETF shares in Q2 2026, an estimated $383.
Vanguard Financials ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q2 2026, its #318 holding.
Cardiff Park Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's Vanguard Financials ETF position peaked at $71.6K in Q3 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.