CVA Family Office’s Vanguard Financials ETF VFH Stock Holding History

CVA Family Office’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	$67.7K	Hold	560	–	–	0.01%	534
2025 Q4	$74.8K	Hold	560	–	–	0.01%	486
2025 Q3	$73.5K	Hold	560	–	–	0.01%	479
2025 Q2	$71.3K	Hold	560	–	–	0.01%	476
2025 Q1	$66.9K	Hold	560	–	–	0.01%	464
2024 Q4	$66.1K	Hold	560	–	–	0.01%	464
2024 Q3	$61.5K	Hold	560	–	–	0.01%	464
2024 Q2	$55.9K	Hold	560	–	–	0.01%	472
2024 Q1	$57.3K	Hold	560	–	–	0.01%	467
2023 Q4	$51.7K	Buy	+560	New	+$47.1K	0.01%	465
2023 Q3	–	Sell	-560	Closed	-$45.5K	–	916
2023 Q2	$45.5K	Hold	560	–	–	0.01%	467
2023 Q1	$43.6K	Hold	560	–	–	0.01%	466
2022 Q4	$46.3K	Hold	560	–	–	0.01%	431
2022 Q3	$42K	Sell	560 -100	-15%	-$8.13K	0.01%	405
2022 Q2	$51K	Hold	660	–	–	0.01%	369
2022 Q1	$62K	Buy	660 +100	+18%	+$9.58K	0.01%	354
2021 Q4	$54K	Hold	560	–	–	0.01%	347
2021 Q3	$33K	Hold	560	–	–	0.02%	220
2021 Q2	$51K	Hold	560	–	–	0.01%	364
2021 Q1	$47K	Hold	560	–	–	0.02%	284
2020 Q4	$41K	Hold	560	–	–	0.03%	213
2020 Q3	$33K	Hold	560	–	–	0.02%	220
2020 Q2	$32K	Buy	+560	New	+$31.1K	0.03%	188

Other funds holding VFH

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return