DecisionPoint Financial’s Vanguard Financials ETF VFH Stock Holding History

DecisionPoint Financial’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	$22.7K	Hold	169	–	–	﹤0.01%	154
2026 Q1	$20.4K	Hold	169	–	–	﹤0.01%	144
2025 Q4	$22.6K	Hold	169	–	–	0.01%	129
2025 Q3	$22K	Hold	169	–	–	0.01%	110
2025 Q2	$21.7K	Hold	169	–	–	0.01%	121
2025 Q1	$20.2K	Hold	169	–	–	0.01%	125
2024 Q4	$20K	Hold	169	–	–	0.01%	124
2024 Q3	$18.6K	Hold	169	–	–	0.01%	128
2024 Q2	$18.1K	Hold	169	–	–	0.01%	128
2024 Q1	$16.7K	Hold	169	–	–	0.01%	131
2023 Q4	$15.6K	Hold	169	–	–	0.01%	115
2023 Q3	$13.6K	Hold	169	–	–	0.01%	109
2023 Q2	$13.7K	Hold	169	–	–	0.01%	107
2023 Q1	$13.2K	Sell	169 -91	-35%	-$7.7K	0.01%	99
2022 Q4	$21.5K	Buy	+260	New	+$21.5K	0.01%	86

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

DecisionPoint Financial's VFH Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 169 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

DecisionPoint Financial first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

DecisionPoint Financial held 169 shares of Vanguard Financials ETF worth $22.7K as of Q2 2026.
DecisionPoint Financial left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #154 holding.
DecisionPoint Financial first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.