Fischer Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Fischer Financial Services’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	$1.21M	Buy	9,998 +240	+2%	+$30.6K	0.41%	41
2025 Q4	$1.3M	Sell	9,758 -370	-4%	-$48.1K	0.34%	47
2025 Q3	$1.33M	Sell	10,128 -1,062	-9%	-$138K	0.36%	48
2025 Q2	$1.41M	Sell	11,190 -475	-4%	-$56.6K	0.41%	41
2025 Q1	$1.39M	Sell	11,665 -50	-0.4%	-$6.09K	0.45%	41
2024 Q4	$1.38M	Buy	+11,715	New	+$1.39M	0.44%	38

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

Fischer Financial Services's VFH Position: Q1 2026 in Review

Fischer Financial Services increased its Vanguard Financials ETF (VFH) stake by 2.5% in Q1 2026, buying an estimated $30.6K and bringing the position to 9,998 shares worth $1.21M. The position accounts for 0.41% of the portfolio, ranked #41.

Fischer Financial Services first reported a position in VFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2025. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Fischer Financial Services held 9,998 shares of Vanguard Financials ETF worth $1.21M as of Q1 2026.
Fischer Financial Services bought 240 Vanguard Financials ETF shares in Q1 2026, an estimated $30.6K.
Vanguard Financials ETF made up 0.41% of Fischer Financial Services's portfolio in Q1 2026, its #41 holding.
Fischer Financial Services first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's Vanguard Financials ETF position peaked at $1.41M in Q2 2025.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.