CFS
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Coordinated Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Coordinated Financial Services’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 		$309K Buy
2,559
+210
+9% +$26.8K 0.18% 141
2025
Q4 		$314K Sell
2,349
-79
-3% -$10.3K 0.18% 134
2025
Q3 		$319K Buy
2,428
+14
+0.6% +$1.81K 0.2% 124
2025
Q2 		$307K Buy
2,414
+182
+8% +$21.7K 0.21% 118
2025
Q1 		$267K Buy
2,232
+63
+3% +$7.68K 0.2% 120
2024
Q4 		$256K Buy
+2,169
New +$256K 0.2% 120
2024
Q2 		$218K Sell
2,178
-289
-12% -$28.9K 0.19% 124
2024
Q1 		$253K Buy
+2,467
New +$237K 0.22% 108

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 $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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 $377B AUM 19.32% 1-Year Est. Return

Coordinated Financial Services's VFH Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Financials ETF (VFH) stake by 8.9% in Q1 2026, buying an estimated $26.8K and bringing the position to 2,559 shares worth $309K. The position accounts for 0.18% of the portfolio, ranked #141.

Coordinated Financial Services first reported a position in VFH in Q1 2024 and has held it in 8 quarters since. The position peaked at $319K in Q3 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Coordinated Financial Services held 2,559 shares of Vanguard Financials ETF worth $309K as of Q1 2026.
  • Coordinated Financial Services bought 210 Vanguard Financials ETF shares in Q1 2026, an estimated $26.8K.
  • Vanguard Financials ETF made up 0.18% of Coordinated Financial Services's portfolio in Q1 2026, its #141 holding.
  • Coordinated Financial Services first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's Vanguard Financials ETF position peaked at $319K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.