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 Q2	$1.03M	Sell	7,863 -2,135	-21%	-$272K	0.26%	50
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 $1.55T 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

Fischer Financial Services's VFH Position: Q2 2026 in Review

Fischer Financial Services reduced its Vanguard Financials ETF (VFH) stake by 21% in Q2 2026, selling an estimated $272K and leaving 7,863 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #50.

Fischer Financial Services first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Fischer Financial Services held 7,863 shares of Vanguard Financials ETF worth $1.03M as of Q2 2026.
Fischer Financial Services sold 2,135 Vanguard Financials ETF shares in Q2 2026, an estimated $272K.
Vanguard Financials ETF made up 0.26% of Fischer Financial Services's portfolio in Q2 2026, its #50 holding.
Fischer Financial Services first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Fischer Financial Services's Vanguard Financials ETF position peaked at $1.41M in Q2 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Fischer Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.