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CFO Capital Management’s Vanguard Financials ETF VFH Stock Holding History

CFO Capital Management’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 		$249K Sell
2,060
-945
-31% -$121K 0.2% 96
2025
Q4 		$401K Buy
+3,005
New +$390K 0.3% 82

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $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 $432B 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 $445B AUM 25.58% 1-Year Est. Return

CFO Capital Management's VFH Position: Q1 2026 in Review

CFO Capital Management reduced its Vanguard Financials ETF (VFH) stake by 31% in Q1 2026, selling an estimated $121K and leaving 2,060 shares worth $249K. The position accounts for 0.2% of the portfolio, ranked #96.

CFO Capital Management first reported a position in VFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $401K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • CFO Capital Management held 2,060 shares of Vanguard Financials ETF worth $249K as of Q1 2026.
  • CFO Capital Management sold 945 Vanguard Financials ETF shares in Q1 2026, an estimated $121K.
  • Vanguard Financials ETF made up 0.2% of CFO Capital Management's portfolio in Q1 2026, its #96 holding.
  • CFO Capital Management first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • CFO Capital Management's Vanguard Financials ETF position peaked at $401K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.