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Estate Counselors’s Vanguard Financials ETF VFH Stock Holding History

Estate Counselors’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
Q1 		– Sell
-82,403
Closed -$11M – 118
2025
Q4 		$11M Buy
82,403
+31,423
+62% +$4.08M 0.92% 15
2025
Q3 		$6.69M Hold
50,980
– – 0.57% 26
2025
Q2 		$6.49M Sell
50,980
-111,960
-69% -$13.3M 0.64% 21
2025
Q1 		$19.5M Buy
162,940
+370
+0.2% +$45.1K 2.02% 4
2024
Q4 		$19.2M Buy
162,570
+510
+0.3% +$60.3K 2.05% 4
2024
Q3 		$17.8M Sell
162,060
-70
-0% -$7.42K 1.85% 5
2024
Q2 		$16.2M Buy
162,130
+35,850
+28% +$3.58M 1.77% 5
2024
Q1 		$12.9M Hold
126,280
– – 1.48% 5
2023
Q4 		$11.7M Buy
126,280
+455
+0.4% +$38.2K 1.44% 18
2023
Q3 		$10.1M Sell
125,825
-3,310
-3% -$277K 1.34% 23
2023
Q2 		$10.5M Buy
129,135
+9,320
+8% +$731K 1.33% 24
2023
Q1 		$9.33M Buy
119,815
+9,150
+8% +$774K 1.23% 23
2022
Q4 		$9.16M Buy
110,665
+1,095
+1% +$90.5K 1.28% 26
2022
Q3 		$8.16M Sell
109,570
-86,520
-44% -$7.04M 1.26% 25
2022
Q2 		$15.1M Buy
196,090
+950
+0.5% +$80.2K 2.25% 13
2022
Q1 		$18.2M Buy
195,140
+2,475
+1% +$237K 2.37% 9
2021
Q4 		$18.6M Hold
192,665
– – 2.26% 11
2021
Q3 		$17.9M Sell
192,665
-20,210
-9% -$1.86M 2.23% 10
2021
Q2 		$19.3M Sell
212,875
-165
-0.1% -$14.9K 2.52% 12
2021
Q1 		$18M Buy
213,040
+116,940
+122% +$9.32M 2.64% 6
2020
Q4 		$7M Sell
96,100
-1,400
-1% -$92.4K 1.05% 34
2020
Q3 		$5.7M Buy
97,500
+3,300
+4% +$196K 0.89% 38
2020
Q2 		$5.39M Sell
94,200
-64,900
-41% -$3.61M 0.86% 37
2020
Q1 		$8.07M Buy
+159,100
New +$10.8M 1.33% 30

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Estate Counselors's VFH Position: Q1 2026 in Review

Estate Counselors sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 82,403 shares — an estimated $11M sold.

Estate Counselors first reported a position in VFH in Q1 2020 and held it in 24 quarters. The position peaked at $19.5M in Q1 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Estate Counselors reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Counselors sold 82,403 Vanguard Financials ETF shares in Q1 2026, an estimated $11M.
  • Estate Counselors first reported a position in Vanguard Financials ETF in Q1 2020 and held it in 24 quarters.
  • Estate Counselors's Vanguard Financials ETF position peaked at $19.5M in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.