Elm Partners Management’s Vanguard Financials ETF VFH Stock Holding History

Elm Partners Management’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	$3.86M	Buy	29,352 +5,878	+25%	+$750K	0.14%	44
2026 Q1	$2.78M	Sell	23,474 -14,310	-38%	-$1.82M	0.12%	43
2025 Q4	$5.04M	Buy	37,784 +16,959	+81%	+$2.2M	0.23%	32
2025 Q3	$2.73M	Buy	20,825 +11,594	+126%	+$1.5M	0.14%	47
2025 Q2	$1.18M	Buy	9,231 +2,072	+29%	+$247K	0.07%	52
2025 Q1	$855K	Sell	7,159 -214	-3%	-$26.1K	0.06%	39
2024 Q4	$871K	Sell	7,373 -165	-2%	-$19.5K	0.06%	44
2024 Q3	$829K	Buy	7,538 +1,591	+27%	+$169K	0.06%	38
2024 Q2	$594K	Sell	5,947 -2,772	-32%	-$277K	0.05%	44
2024 Q1	$893K	Buy	8,719 +2,122	+32%	+$204K	0.07%	40
2023 Q4	$609K	Buy	6,597 +3,300	+100%	+$277K	0.06%	39
2023 Q3	$265K	Buy	+3,297	New	+$276K	0.03%	46
2022 Q2	–	Sell	-350	Closed	-$33K	–	44
2022 Q1	$33K	Buy	+350	New	+$33.5K	﹤0.01%	42

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

Elm Partners Management's VFH Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Financials ETF (VFH) stake by 25% in Q2 2026, buying an estimated $750K and bringing the position to 29,352 shares worth $3.86M. The position accounts for 0.14% of the portfolio, ranked #44.

Elm Partners Management first reported a position in VFH in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.04M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Elm Partners Management held 29,352 shares of Vanguard Financials ETF worth $3.86M as of Q2 2026.
Elm Partners Management bought 5,878 Vanguard Financials ETF shares in Q2 2026, an estimated $750K.
Vanguard Financials ETF made up 0.14% of Elm Partners Management's portfolio in Q2 2026, its #44 holding.
Elm Partners Management first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 13 quarters since.
Elm Partners Management's Vanguard Financials ETF position peaked at $5.04M in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.