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David Shaw’s Vanguard Financials ETF VFH Stock Holding History

David Shaw’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 		– Sell
-5,517
Closed -$736K – 5096
2025
Q4 		$736K Buy
+5,517
New +$717K ﹤0.01% 3725
2024
Q3 		– Sell
-7,223
Closed -$721K – 4919
2024
Q2 		$721K Buy
+7,223
New +$721K ﹤0.01% 3393
2024
Q1 		– Sell
-7,428
Closed -$685K – 4772
2023
Q4 		$685K Buy
+7,428
New +$624K ﹤0.01% 3367

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

David Shaw's VFH Position: Q1 2026 in Review

David Shaw sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 5,517 shares — an estimated $736K sold.

David Shaw first reported a position in VFH in Q4 2023 and held it in 3 quarters. The position peaked at $736K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • David Shaw reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • David Shaw sold 5,517 Vanguard Financials ETF shares in Q1 2026, an estimated $736K.
  • David Shaw first reported a position in Vanguard Financials ETF in Q4 2023 and held it in 3 quarters.
  • David Shaw's Vanguard Financials ETF position peaked at $736K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.