Financial Freedom LLC’s Vanguard Financials ETF VFH Stock Holding History

Financial Freedom LLC’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	$4.16M	Sell	31,625 -8,526	-21%	-$1.09M	1.91%	16
2026 Q1	$4.85M	Sell	40,151 -8,568	-18%	-$1.09M	2.42%	10
2025 Q4	$6.5M	Sell	48,719 -2,281	-4%	-$296K	3.23%	6
2025 Q3	$6.69M	Sell	51,000 -1,373	-3%	-$178K	3.33%	6
2025 Q2	$6.67M	Sell	52,373 -1,384	-3%	-$165K	3.59%	5
2025 Q1	$6.42M	Sell	53,757 -478	-0.9%	-$58.2K	3.69%	7
2024 Q4	$6.4M	Buy	54,235 +55	+0.1%	+$6.5K	3.38%	7
2024 Q3	$5.95M	Sell	54,180 -237	-0.4%	-$25.1K	3.15%	8
2024 Q2	$5.44M	Buy	54,417 +407	+0.8%	+$40.6K	3.09%	9
2024 Q1	$5.53M	Sell	54,010 -396	-0.7%	-$38K	3.28%	8
2023 Q4	$5.02M	Sell	54,406 -109	-0.2%	-$9.16K	3.19%	8
2023 Q3	$4.38M	Buy	54,515 +615	+1%	+$51.4K	3.11%	7
2023 Q2	$4.38M	Buy	53,900 +1,692	+3%	+$133K	3.07%	8
2023 Q1	$4.07M	Sell	52,208 -604	-1%	-$51.1K	2.96%	10
2022 Q4	$4.37M	Buy	+52,812	New	+$4.36M	2.94%	8

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

Financial Freedom LLC's VFH Position: Q2 2026 in Review

Financial Freedom LLC reduced its Vanguard Financials ETF (VFH) stake by 21% in Q2 2026, selling an estimated $1.09M and leaving 31,625 shares worth $4.16M. The position accounts for 1.91% of the portfolio, ranked #16.

Financial Freedom LLC first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.69M in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Financial Freedom LLC held 31,625 shares of Vanguard Financials ETF worth $4.16M as of Q2 2026.
Financial Freedom LLC sold 8,526 Vanguard Financials ETF shares in Q2 2026, an estimated $1.09M.
Vanguard Financials ETF made up 1.91% of Financial Freedom LLC's portfolio in Q2 2026, its #16 holding.
Financial Freedom LLC first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
Financial Freedom LLC's Vanguard Financials ETF position peaked at $6.69M in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.