Daymark Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Daymark Wealth 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	$1.5M	Buy	11,394 +7,979	+234%	+$1.02M	0.04%	286
2026 Q1	$413K	Sell	3,415 -793	-19%	-$101K	0.01%	482
2025 Q4	$562K	Sell	4,208 -376	-8%	-$48.8K	0.02%	369
2025 Q3	$602K	Sell	4,584 -21	-0.5%	-$2.72K	0.02%	345
2025 Q2	$586K	Sell	4,605 -222	-5%	-$26.5K	0.02%	326
2025 Q1	$577K	Buy	4,827 +1,308	+37%	+$159K	0.02%	312
2024 Q4	$415K	Buy	3,519 +183	+5%	+$21.6K	0.02%	357
2024 Q3	$367K	Buy	3,336 +1,306	+64%	+$138K	0.02%	390
2024 Q2	$203K	Buy	+2,030	New	+$203K	0.01%	482

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

Daymark Wealth Partners's VFH Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Financials ETF (VFH) stake by 234% in Q2 2026, buying an estimated $1.02M and bringing the position to 11,394 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #286.

Daymark Wealth Partners first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Daymark Wealth Partners held 11,394 shares of Vanguard Financials ETF worth $1.5M as of Q2 2026.
Daymark Wealth Partners bought 7,979 Vanguard Financials ETF shares in Q2 2026, an estimated $1.02M.
Vanguard Financials ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #286 holding.
Daymark Wealth Partners first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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