Chapin Davis’s Vanguard Financials ETF VFH Stock Holding History

Chapin Davis’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	$236K	Buy	1,795 +2	+0.1%	+$255	0.04%	223
2026 Q1	$217K	Buy	1,793 +1	+0.1%	+$128	0.05%	242
2025 Q4	$239K	Hold	1,792	–	–	0.06%	213
2025 Q3	$235K	Sell	1,792 -214	-11%	-$27.7K	0.06%	213
2025 Q2	$255K	Hold	2,006	–	–	0.07%	193
2025 Q1	$240K	Sell	2,006 -1,627	-45%	-$198K	0.08%	182
2024 Q4	$399K	Hold	3,633	–	–	0.13%	144
2024 Q3	$399K	Buy	3,633 +1	+0%	+$106	0.13%	145
2024 Q2	$363K	Hold	3,632	–	–	0.12%	149
2024 Q1	$372K	Buy	3,632 +31	+0.9%	+$2.97K	0.14%	151
2023 Q4	$332K	Buy	3,601 +2	+0.1%	+$168	0.14%	145
2023 Q3	$289K	Buy	3,599 +1	+0%	+$84	0.14%	145
2023 Q2	$292K	Buy	3,598 +27	+0.8%	+$2.12K	0.14%	151
2023 Q1	$278K	Buy	+3,571	New	+$302K	0.14%	156

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

Chapin Davis's VFH Position: Q2 2026 in Review

Chapin Davis increased its Vanguard Financials ETF (VFH) stake by 0.11% in Q2 2026, buying an estimated $255 and bringing the position to 1,795 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #223.

Chapin Davis first reported a position in VFH in Q1 2023 and has held it in 14 quarters since. The position peaked at $399K in Q4 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Chapin Davis held 1,795 shares of Vanguard Financials ETF worth $236K as of Q2 2026.
Chapin Davis bought 2 Vanguard Financials ETF shares in Q2 2026, an estimated $255.
Vanguard Financials ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #223 holding.
Chapin Davis first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 14 quarters since.
Chapin Davis's Vanguard Financials ETF position peaked at $399K in Q4 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.