DHJJ Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

DHJJ Financial Advisors’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	$264	Hold	2	–	–	﹤0.01%	975
2026 Q1	$242	Hold	2	–	–	﹤0.01%	978
2025 Q4	$267	Hold	2	–	–	﹤0.01%	929
2025 Q3	$263	Hold	2	–	–	﹤0.01%	894
2025 Q2	$255	Hold	2	–	–	﹤0.01%	873
2025 Q1	$239	Hold	2	–	–	﹤0.01%	829
2024 Q4	$237	Hold	2	–	–	﹤0.01%	800
2024 Q3	$220	Hold	2	–	–	﹤0.01%	793
2024 Q2	$200	Hold	2	–	–	﹤0.01%	753
2024 Q1	$205	Hold	2	–	–	﹤0.01%	737
2023 Q4	$185	Hold	2	–	–	﹤0.01%	731
2023 Q3	$161	Buy	+2	New	+$167	﹤0.01%	733

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

DHJJ Financial Advisors's VFH Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2 shares worth $264. The position accounts for ﹤0.01% of the portfolio, ranked #975.

DHJJ Financial Advisors first reported a position in VFH in Q3 2023 and has held it in 12 quarters since. The position peaked at $267 in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

DHJJ Financial Advisors held 2 shares of Vanguard Financials ETF worth $264 as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #975 holding.
DHJJ Financial Advisors first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Financials ETF position peaked at $267 in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.