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Cornerstone Planning’s Vanguard Financials ETF VFH Stock Holding History

Cornerstone Planning’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 		$2.12M Buy
16,120
+332
+2% +$42.4K 0.49% 67
2026
Q1 		$1.91M Buy
+15,788
New +$2.01M 0.43% 82
2024
Q4 		$1.45M Buy
+12,254
New +$1.45M 0.55% 72

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

Cornerstone Planning's VFH Position: Q2 2026 in Review

Cornerstone Planning increased its Vanguard Financials ETF (VFH) stake by 2.1% in Q2 2026, buying an estimated $42.4K and bringing the position to 16,120 shares worth $2.12M. The position accounts for 0.49% of the portfolio, ranked #67.

Cornerstone Planning first reported a position in VFH in Q4 2024 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Cornerstone Planning held 16,120 shares of Vanguard Financials ETF worth $2.12M as of Q2 2026.
  • Cornerstone Planning bought 332 Vanguard Financials ETF shares in Q2 2026, an estimated $42.4K.
  • Vanguard Financials ETF made up 0.49% of Cornerstone Planning's portfolio in Q2 2026, its #67 holding.
  • Cornerstone Planning first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.