Founders Grove Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Founders Grove Wealth Partners’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	$8.2M	Buy	62,306 +3,221	+5%	+$411K	1.64%	18
2026 Q1	$7.14M	Buy	59,085 +2,591	+5%	+$330K	1.62%	21
2025 Q4	$7.54M	Sell	56,494 -564	-1%	-$73.3K	1.7%	19
2025 Q3	$7.49M	Sell	57,058 -2,207	-4%	-$286K	1.76%	20
2025 Q2	$7.54M	Buy	59,265 +270	+0.5%	+$32.2K	1.89%	16
2025 Q1	$7.05M	Buy	58,995 +1,620	+3%	+$197K	1.96%	14
2024 Q4	$6.77M	Buy	+57,375	New	+$6.78M	1.96%	15

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

Founders Grove Wealth Partners's VFH Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Financials ETF (VFH) stake by 5.5% in Q2 2026, buying an estimated $411K and bringing the position to 62,306 shares worth $8.2M. The position accounts for 1.64% of the portfolio, ranked #18.

Founders Grove Wealth Partners first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Founders Grove Wealth Partners held 62,306 shares of Vanguard Financials ETF worth $8.2M as of Q2 2026.
Founders Grove Wealth Partners bought 3,221 Vanguard Financials ETF shares in Q2 2026, an estimated $411K.
Vanguard Financials ETF made up 1.64% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #18 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.