Center for Financial Planning’s Vanguard Financials ETF VFH Stock Holding History

Center for Financial Planning’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	$17.9K	Hold	136	–	–	﹤0.01%	438
2026 Q1	$16.4K	Hold	136	–	–	﹤0.01%	435
2025 Q4	$18.2K	Hold	136	–	–	﹤0.01%	425
2025 Q3	$17.8K	Hold	136	–	–	﹤0.01%	435
2025 Q2	$17.3K	Hold	136	–	–	﹤0.01%	403
2025 Q1	$16.2K	Hold	136	–	–	﹤0.01%	416
2024 Q4	$16.1K	Hold	136	–	–	﹤0.01%	367
2024 Q3	$14.9K	Hold	136	–	–	﹤0.01%	362
2024 Q2	$13.6K	Hold	136	–	–	﹤0.01%	357
2024 Q1	$13.9K	Hold	136	–	–	﹤0.01%	366
2023 Q4	$12.5K	Hold	136	–	–	﹤0.01%	344
2023 Q3	$10.9K	Hold	136	–	–	﹤0.01%	346
2023 Q2	$11K	Buy	136 +13	+11%	+$1.02K	﹤0.01%	372
2023 Q1	$9.58K	Hold	123	–	–	﹤0.01%	363
2022 Q4	$10.2K	Hold	123	–	–	﹤0.01%	358
2022 Q3	$9K	Hold	123	–	–	﹤0.01%	373
2022 Q2	$9K	Hold	123	–	–	﹤0.01%	374
2022 Q1	$11K	Hold	123	–	–	﹤0.01%	363
2021 Q4	$12K	Hold	123	–	–	﹤0.01%	361
2021 Q3	$11K	Hold	123	–	–	﹤0.01%	354
2021 Q2	$11K	Hold	123	–	–	﹤0.01%	355
2021 Q1	$10K	Hold	123	–	–	﹤0.01%	386
2020 Q4	$9K	Hold	123	–	–	﹤0.01%	351
2020 Q3	$7K	Hold	123	–	–	﹤0.01%	339
2020 Q2	$7K	Buy	123 +28	+29%	+$1.56K	﹤0.01%	342
2020 Q1	$5K	Buy	+95	New	+$6.47K	﹤0.01%	423

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

Center for Financial Planning's VFH Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 136 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Center for Financial Planning first reported a position in VFH in Q1 2020 and has held it in 26 quarters since. The position peaked at $18.2K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Center for Financial Planning held 136 shares of Vanguard Financials ETF worth $17.9K as of Q2 2026.
Center for Financial Planning left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #438 holding.
Center for Financial Planning first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 26 quarters since.
Center for Financial Planning's Vanguard Financials ETF position peaked at $18.2K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.