Family Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Family Capital 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	$533K	Hold	4,050	–	–	0.21%	62
2026 Q1	$489K	Sell	4,050 -327	-7%	-$41.7K	0.22%	62
2025 Q4	$584K	Sell	4,377 -123	-3%	-$16K	0.26%	60
2025 Q3	$591K	Buy	4,500 +90	+2%	+$11.7K	0.28%	57
2025 Q2	$561K	Hold	4,410	–	–	0.29%	54
2025 Q1	$527K	Hold	4,410	–	–	0.33%	50
2024 Q4	$521K	Hold	4,410	–	–	0.31%	48
2024 Q3	$485K	Sell	4,410 -27	-0.6%	-$2.86K	0.31%	45
2024 Q2	$443K	Sell	4,437 -405	-8%	-$40.4K	0.3%	45
2024 Q1	$496K	Buy	4,842 +211	+5%	+$20.2K	0.35%	43
2023 Q4	$427K	Sell	4,631 -1,100	-19%	-$92.4K	0.3%	41
2023 Q3	$460K	Sell	5,731 -215	-4%	-$18K	0.3%	44
2023 Q2	$483K	Hold	5,946	–	–	0.3%	40
2023 Q1	$463K	Sell	5,946 -591	-9%	-$50K	0.2%	40
2022 Q4	$541K	Buy	+6,537	New	+$540K	0.36%	35

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

Family Capital Management's VFH Position: Q2 2026 in Review

Family Capital Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 4,050 shares worth $533K. The position accounts for 0.21% of the portfolio, ranked #62.

Family Capital Management first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $591K in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Family Capital Management held 4,050 shares of Vanguard Financials ETF worth $533K as of Q2 2026.
Family Capital Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.21% of Family Capital Management's portfolio in Q2 2026, its #62 holding.
Family Capital Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's Vanguard Financials ETF position peaked at $591K in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.