Dunhill Financial’s Vanguard Financials ETF VFH Stock Holding History

Dunhill 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	$89K	Buy	675 +3	+0.4%	+$383	0.02%	236
2026 Q1	$81.2K	Sell	672 -7	-1%	-$893	0.02%	242
2025 Q4	$90.6K	Buy	679 +549	+422%	+$71.3K	0.02%	210
2025 Q3	$17.1K	Sell	130 -58	-31%	-$7.51K	﹤0.01%	382
2025 Q2	$23.9K	Hold	188	–	–	0.01%	311
2025 Q1	$22.4K	Buy	188 +130	+224%	+$15.8K	0.01%	281
2024 Q4	$6.81K	Buy	+58	New	+$6.86K	﹤0.01%	475
2024 Q3	–	Sell	-1	Closed	-$106	–	917
2024 Q2	$81	Sell	1 -106	-99%	-$10.6K	﹤0.01%	787
2024 Q1	$10.9K	Sell	107 -319	-75%	-$30.6K	0.01%	226
2023 Q4	$39.3K	Sell	426 -27,945	-98%	-$2.35M	0.04%	113
2023 Q3	$2.29M	Buy	28,371 +5,644	+25%	+$472K	1.44%	19
2023 Q2	$1.86M	Buy	+22,727	New	+$1.78M	1.22%	23

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

Dunhill Financial's VFH Position: Q2 2026 in Review

Dunhill Financial increased its Vanguard Financials ETF (VFH) stake by 0.45% in Q2 2026, buying an estimated $383 and bringing the position to 675 shares worth $89K. The position accounts for 0.02% of the portfolio, ranked #236.

Dunhill Financial first reported a position in VFH in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2023. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Dunhill Financial held 675 shares of Vanguard Financials ETF worth $89K as of Q2 2026.
Dunhill Financial bought 3 Vanguard Financials ETF shares in Q2 2026, an estimated $383.
Vanguard Financials ETF made up 0.02% of Dunhill Financial's portfolio in Q2 2026, its #236 holding.
Dunhill Financial first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 12 quarters since.
Dunhill Financial's Vanguard Financials ETF position peaked at $2.29M in Q3 2023.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.