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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Capital Management's VFH Position: Q1 2026 in Review

Family Capital Management reduced its Vanguard Financials ETF (VFH) stake by 7.5% in Q1 2026, selling an estimated $41.7K and leaving 4,050 shares worth $489K. The position accounts for 0.22% of the portfolio, ranked #62.

Family Capital Management first reported a position in VFH in Q4 2022 and has held it in 14 quarters since. The position peaked at $591K in Q3 2025. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Family Capital Management held 4,050 shares of Vanguard Financials ETF worth $489K as of Q1 2026.
Family Capital Management sold 327 Vanguard Financials ETF shares in Q1 2026, an estimated $41.7K.
Vanguard Financials ETF made up 0.22% of Family Capital Management's portfolio in Q1 2026, its #62 holding.
Family Capital Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's Vanguard Financials ETF position peaked at $591K in Q3 2025.
739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.