Creative Financial Designs’s Vanguard Financials ETF VFH Stock Holding History

Creative Financial Designs’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	$77.5K	Buy	589 +3	+0.5%	+$383	﹤0.01%	873
2026 Q1	$70.8K	Buy	586 +1	+0.2%	+$128	﹤0.01%	783
2025 Q4	$78.1K	Sell	585 -14	-2%	-$1.82K	﹤0.01%	722
2025 Q3	$78.6K	Buy	599 +12	+2%	+$1.55K	0.01%	711
2025 Q2	$74.8K	Sell	587 -31	-5%	-$3.7K	0.01%	748
2025 Q1	$73.9K	Sell	618 -39	-6%	-$4.75K	0.01%	706
2024 Q4	$77.5K	Buy	657 +22	+3%	+$2.6K	0.01%	663
2024 Q3	$69.8K	Buy	635 +2	+0.3%	+$212	0.01%	685
2024 Q2	$63.2K	Sell	633 -10	-2%	-$998	0.01%	691
2024 Q1	$65.9K	Sell	643 -1,098	-63%	-$105K	0.01%	659
2023 Q4	$161K	Buy	1,741 +105	+6%	+$8.82K	0.02%	438
2023 Q3	$131K	Buy	1,636 +480	+42%	+$40.1K	0.02%	442
2023 Q2	$93.9K	Buy	1,156 +156	+16%	+$12.2K	0.01%	502
2023 Q1	$77.9K	Hold	1,000	–	–	0.01%	506
2022 Q4	$82.7K	Hold	1,000	–	–	0.01%	480
2022 Q3	$74K	Sell	1,000 -278	-22%	-$22.6K	0.01%	489
2022 Q2	$99K	Buy	1,278 +92	+8%	+$7.77K	0.02%	444
2022 Q1	$111K	Buy	1,186 +1,001	+541%	+$95.9K	0.02%	417
2021 Q4	$18K	Buy	185 +2	+1%	+$195	﹤0.01%	788
2021 Q3	$17K	Hold	183	–	–	﹤0.01%	907
2021 Q2	$17K	Buy	183 +1	+0.5%	+$90	﹤0.01%	904
2021 Q1	$15K	Buy	182 +1	+0.6%	+$80	﹤0.01%	856
2020 Q4	$13K	Buy	181 +1	+0.6%	+$66	﹤0.01%	817
2020 Q3	$11K	Buy	+180	New	+$10.7K	﹤0.01%	790

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

Creative Financial Designs's VFH Position: Q2 2026 in Review

Creative Financial Designs increased its Vanguard Financials ETF (VFH) stake by 0.51% in Q2 2026, buying an estimated $383 and bringing the position to 589 shares worth $77.5K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Creative Financial Designs first reported a position in VFH in Q3 2020 and has held it in 24 quarters since. The position peaked at $161K in Q4 2023. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Creative Financial Designs held 589 shares of Vanguard Financials ETF worth $77.5K as of Q2 2026.
Creative Financial Designs bought 3 Vanguard Financials ETF shares in Q2 2026, an estimated $383.
Vanguard Financials ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #873 holding.
Creative Financial Designs first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 24 quarters since.
Creative Financial Designs's Vanguard Financials ETF position peaked at $161K in Q4 2023.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.