Cascade Financial Partners’s Vanguard Financials ETF VFH Stock Holding History

Cascade Financial Partners’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	$5.57M	Buy	42,323 +4,388	+12%	+$560K	0.48%	49
2026 Q1	$4.58M	Sell	37,935 -3,014	-7%	-$384K	0.47%	54
2025 Q4	$5.47M	Buy	40,949 +6,638	+19%	+$862K	0.55%	38
2025 Q3	$4.5M	Buy	34,311 +3,742	+12%	+$485K	0.52%	42
2025 Q2	$3.89M	Sell	30,569 -1,290	-4%	-$154K	0.47%	44
2025 Q1	$3.81M	Buy	31,859 +25,159	+376%	+$3.07M	0.48%	42
2024 Q4	$791K	Hold	6,700	–	–	0.1%	114
2024 Q3	$769K	Sell	6,700 -23	-0.3%	-$2.44K	0.1%	118
2024 Q2	$671K	Hold	6,723	–	–	0.09%	120
2024 Q1	$653K	Buy	+6,723	New	+$645K	0.09%	122

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

Cascade Financial Partners's VFH Position: Q2 2026 in Review

Cascade Financial Partners increased its Vanguard Financials ETF (VFH) stake by 12% in Q2 2026, buying an estimated $560K and bringing the position to 42,323 shares worth $5.57M. The position accounts for 0.48% of the portfolio, ranked #49.

Cascade Financial Partners first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Cascade Financial Partners held 42,323 shares of Vanguard Financials ETF worth $5.57M as of Q2 2026.
Cascade Financial Partners bought 4,388 Vanguard Financials ETF shares in Q2 2026, an estimated $560K.
Vanguard Financials ETF made up 0.48% of Cascade Financial Partners's portfolio in Q2 2026, its #49 holding.
Cascade Financial Partners first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.