Creekside Partners’s Vanguard Financials ETF VFH Stock Holding History

Creekside Partners’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	$413K	Hold	3,138	–	–	0.15%	129
2026 Q1	$379K	Hold	3,138	–	–	0.16%	126
2025 Q4	$419K	Hold	3,138	–	–	0.18%	116
2025 Q3	$412K	Hold	3,138	–	–	0.18%	115
2025 Q2	$399K	Hold	3,138	–	–	0.19%	114
2025 Q1	$375K	Hold	3,138	–	–	0.2%	115
2024 Q4	$371K	Hold	3,138	–	–	0.19%	117
2024 Q3	$345K	Hold	3,138	–	–	0.18%	125
2024 Q2	$313K	Buy	+3,138	New	+$313K	0.17%	127

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

Creekside Partners's VFH Position: Q2 2026 in Review

Creekside Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 3,138 shares worth $413K. The position accounts for 0.15% of the portfolio, ranked #129.

Creekside Partners first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. The position peaked at $419K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Creekside Partners held 3,138 shares of Vanguard Financials ETF worth $413K as of Q2 2026.
Creekside Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.15% of Creekside Partners's portfolio in Q2 2026, its #129 holding.
Creekside Partners first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
Creekside Partners's Vanguard Financials ETF position peaked at $419K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.