CPIG
VFH icon

Chicago Partners Investment Group’s Vanguard Financials ETF VFH Stock Holding History

Chicago Partners Investment Group’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 		$342K Sell
2,501
-1,184
-32% -$151K 0.01% 1177
2026
Q1 		$473K Buy
3,685
+5
+0.1% +$638 0.01% 924
2025
Q4 		$479K Buy
3,680
+660
+22% +$85.7K 0.01% 789
2025
Q3 		$390K Buy
3,020
+5
+0.2% +$647 0.01% 827
2025
Q2 		$391K Buy
3,015
+7
+0.2% +$835 0.01% 708
2025
Q1 		$357K Buy
3,008
+8
+0.3% +$975 0.01% 630
2024
Q4 		$355K Buy
3,000
+10
+0.3% +$1.18K 0.01% 600
2024
Q3 		$342K Buy
2,990
+9
+0.3% +$954 0.01% 588
2024
Q2 		$319K Buy
2,981
+200
+7% +$20K 0.01% 572
2024
Q1 		$278K Buy
2,781
+6
+0.2% +$576 0.01% 594
2023
Q4 		$259K Sell
2,775
-86
-3% -$7.23K 0.01% 577
2023
Q3 		$221K Buy
2,861
+9
+0.3% +$752 0.01% 582
2023
Q2 		$243K Buy
+2,852
New +$224K 0.01% 580
2018
Q4 		– Sell
-1,167
Closed -$74K – 896
2018
Q3 		$74K Buy
1,167
+12
+1% +$848 0.01% 462
2018
Q2 		$78K Hold
1,155
– – 0.01% 418
2018
Q1 		$80K Hold
1,155
– – 0.01% 384
2017
Q4 		$81K Hold
1,155
– – 0.01% 384
2017
Q3 		$75K Hold
1,155
– – 0.01% 382
2017
Q2 		$72K Buy
+1,155
New +$69.8K 0.02% 321

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chicago Partners Investment Group's VFH Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Vanguard Financials ETF (VFH) stake by 32% in Q2 2026, selling an estimated $151K and leaving 2,501 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1177.

Chicago Partners Investment Group first reported a position in VFH in Q2 2017 and has held it in 19 quarters since. The position peaked at $479K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Chicago Partners Investment Group held 2,501 shares of Vanguard Financials ETF worth $342K as of Q2 2026.
  • Chicago Partners Investment Group sold 1,184 Vanguard Financials ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Financials ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1177 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Financials ETF in Q2 2017 and has held it in 19 quarters since.
  • Chicago Partners Investment Group's Vanguard Financials ETF position peaked at $479K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.