Disciplined Investors’s Vanguard Financials ETF VFH Stock Holding History

Disciplined Investors’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	$1.37M	Sell	10,399 -2,003	-16%	-$256K	0.68%	42
2026 Q1	$1.5M	Buy	12,402 +50	+0.4%	+$6.38K	0.89%	33
2025 Q4	$1.65M	Sell	12,352 -538	-4%	-$69.9K	1.08%	29
2025 Q3	$1.69M	Sell	12,890 -1,618	-11%	-$210K	1.2%	25
2025 Q2	$1.85M	Buy	14,508 +77	+0.5%	+$9.18K	1.44%	22
2025 Q1	$1.72M	Buy	14,431 +671	+5%	+$81.8K	1.56%	19
2024 Q4	$1.6M	Buy	+13,760	New	+$1.63M	1.54%	21

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

Disciplined Investors's VFH Position: Q2 2026 in Review

Disciplined Investors reduced its Vanguard Financials ETF (VFH) stake by 16% in Q2 2026, selling an estimated $256K and leaving 10,399 shares worth $1.37M. The position accounts for 0.68% of the portfolio, ranked #42.

Disciplined Investors first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Disciplined Investors held 10,399 shares of Vanguard Financials ETF worth $1.37M as of Q2 2026.
Disciplined Investors sold 2,003 Vanguard Financials ETF shares in Q2 2026, an estimated $256K.
Vanguard Financials ETF made up 0.68% of Disciplined Investors's portfolio in Q2 2026, its #42 holding.
Disciplined Investors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Disciplined Investors's Vanguard Financials ETF position peaked at $1.85M in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.