Fountainhead AM’s Vanguard Financials ETF VFH Stock Holding History

Fountainhead AM’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	$69.4K	Buy	+527	New	+$67.2K	0.05%	143
2025 Q4	–	Sell	-17,258	Closed	-$2.26M	–	236
2025 Q3	$2.26M	Buy	17,258 +4,862	+39%	+$630K	0.3%	45
2025 Q2	$1.58M	Buy	12,396 +8,542	+222%	+$1.02M	0.23%	48
2025 Q1	$460K	Buy	3,854 +722	+23%	+$88K	0.07%	100
2024 Q4	$370K	Buy	3,132 +283	+10%	+$33.5K	0.07%	103
2024 Q3	$313K	Buy	2,849 +309	+12%	+$32.7K	0.07%	102
2024 Q2	$254K	Buy	2,540 +353	+16%	+$35.2K	0.06%	108
2024 Q1	$224K	Buy	+2,187	New	+$210K	0.06%	122

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

Fountainhead AM's VFH Position: Q2 2026 in Review

Fountainhead AM opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 527 shares worth $69.4K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in VFH as recently as Q3 2025.

Fountainhead AM first reported a position in VFH in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.26M in Q3 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Fountainhead AM held 527 shares of Vanguard Financials ETF worth $69.4K as of Q2 2026.
Vanguard Financials ETF was a new Fountainhead AM position in Q2 2026.
Vanguard Financials ETF made up 0.05% of Fountainhead AM's portfolio in Q2 2026, its #143 holding.
Fountainhead AM first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 8 quarters since.
Fountainhead AM's Vanguard Financials ETF position peaked at $2.26M in Q3 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.