Financial & Tax Architects’s Vanguard Financials ETF VFH Stock Holding History

Financial & Tax Architects’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	$300K	Buy	+2,281	New	+$291K	0.06%	101

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 & Tax Architects's VFH Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 2,281 shares worth $300K. The stake represents 0.06% of the portfolio and ranks #101 among its holdings.

758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Financial & Tax Architects held 2,281 shares of Vanguard Financials ETF worth $300K as of Q2 2026.
Vanguard Financials ETF was a new Financial & Tax Architects position in Q2 2026.
Vanguard Financials ETF made up 0.06% of Financial & Tax Architects's portfolio in Q2 2026, its #101 holding.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.