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Curran Financial Partners’s Vanguard Financials ETF VFH Stock Holding History

Curran Financial 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 		$6.34M Buy
+48,196
New +$6.15M 0.94% 26
2026
Q1 		– Sell
-51,841
Closed -$6.92M – 133
2025
Q4 		$6.92M Sell
51,841
-217
-0.4% -$28.2K 1.31% 22
2025
Q3 		$6.83M Sell
52,058
-2,063
-4% -$267K 1.35% 20
2025
Q2 		$6.89M Buy
+54,121
New +$6.45M 1.52% 19
2025
Q1 		– Sell
-51,879
Closed -$6.13M – 103
2024
Q4 		$6.13M Sell
51,879
-619
-1% -$73.2K 1.61% 19
2024
Q3 		$5.77M Sell
52,498
-3,976
-7% -$421K 1.64% 20
2024
Q2 		$5.64M Buy
56,474
+163
+0.3% +$16.3K 1.89% 16
2024
Q1 		$5.77M Sell
56,311
-316
-0.6% -$30.3K 2.01% 13
2023
Q4 		$5.28M Sell
56,627
-950
-2% -$79.8K 2.02% 16
2023
Q3 		$4.62M Sell
57,577
-7,371
-11% -$616K 2.02% 16
2023
Q2 		$5.28M Buy
+64,948
New +$5.1M 2.29% 12
2023
Q1 		– Sell
-59,878
Closed -$4.95M – 74
2022
Q4 		$4.95M Buy
+59,878
New +$4.95M 2.39% 15
2022
Q2 		– Sell
-86,294
Closed -$8.06M – 71
2022
Q1 		$8.06M Buy
+86,294
New +$8.26M 3.31% 10
2021
Q4 		– Sell
-79,123
Closed -$7.35M – 82
2021
Q3 		$7.35M Buy
79,123
+7,217
+10% +$666K 3.76% 10
2021
Q2 		$6.5M Buy
71,906
+10,670
+17% +$964K 3.57% 9
2021
Q1 		$5.17M Buy
61,236
+2,148
+4% +$171K 3.72% 8
2020
Q4 		$4.3M Buy
+59,088
New +$3.9M 3.69% 7

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

Curran Financial Partners's VFH Position: Q2 2026 in Review

Curran Financial Partners opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 48,196 shares worth $6.34M. The stake represents 0.94% of the portfolio and ranks #26 among its holdings. This is a return to the name: Curran Financial Partners previously reported a position in VFH as recently as Q4 2025.

Curran Financial Partners first reported a position in VFH in Q4 2020 and has held it in 17 quarters since. The position peaked at $8.06M in Q1 2022. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Curran Financial Partners held 48,196 shares of Vanguard Financials ETF worth $6.34M as of Q2 2026.
  • Vanguard Financials ETF was a new Curran Financial Partners position in Q2 2026.
  • Vanguard Financials ETF made up 0.94% of Curran Financial Partners's portfolio in Q2 2026, its #26 holding.
  • Curran Financial Partners first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 17 quarters since.
  • Curran Financial Partners's Vanguard Financials ETF position peaked at $8.06M in Q1 2022.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.