Channel Wealth’s Vanguard Financials ETF VFH Stock Holding History

Channel Wealth’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	–	Sell	-1,890	Closed	-$252K	–	188
2025 Q4	$252K	Buy	1,890 +1	+0.1%	+$130	0.06%	151
2025 Q3	$248K	Sell	1,889 -68	-3%	-$8.81K	0.07%	149
2025 Q2	$249K	Sell	1,957 -186	-9%	-$22.2K	0.07%	148
2025 Q1	$256K	Buy	2,143 +22	+1%	+$2.68K	0.08%	143
2024 Q4	$250K	Sell	2,121 -58	-3%	-$6.86K	0.08%	145
2024 Q3	$240K	Sell	2,179 -172	-7%	-$18.2K	0.08%	142
2024 Q2	$235K	Hold	2,351	–	–	0.09%	146
2024 Q1	$241K	Buy	+2,351	New	+$226K	0.1%	154
2023 Q4	–	Sell	-3,413	Closed	-$274K	–	201
2023 Q3	$274K	Buy	+3,413	New	+$285K	0.15%	129

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Channel Wealth's VFH Position: Q1 2026 in Review

Channel Wealth sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 1,890 shares — an estimated $252K sold.

Channel Wealth first reported a position in VFH in Q3 2023 and held it in 9 quarters. The position peaked at $274K in Q3 2023. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Channel Wealth reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Channel Wealth sold 1,890 Vanguard Financials ETF shares in Q1 2026, an estimated $252K.
Channel Wealth first reported a position in Vanguard Financials ETF in Q3 2023 and held it in 9 quarters.
Channel Wealth's Vanguard Financials ETF position peaked at $274K in Q3 2023.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Channel Wealth's 13F filing for Q1 2026, filed 12 May 2026.