Fourth Dimension Wealth’s Vanguard Financials ETF VFH Stock Holding History

Fourth Dimension Wealth’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	$96.2K	Hold	731	–	–	0.03%	200
2026 Q1	$88.3K	Sell	731 -180	-20%	-$23K	0.03%	184
2025 Q4	$122K	Hold	911	–	–	0.04%	165
2025 Q3	$120K	Hold	911	–	–	0.05%	160
2025 Q2	$116K	Hold	911	–	–	0.05%	163
2025 Q1	$109K	Buy	911 +60	+7%	+$7.31K	0.05%	159
2024 Q4	$101K	Buy	+851	New	+$101K	0.05%	156

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

Fourth Dimension Wealth's VFH Position: Q2 2026 in Review

Fourth Dimension Wealth held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 731 shares worth $96.2K. The position accounts for 0.03% of the portfolio, ranked #200.

Fourth Dimension Wealth first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $122K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Fourth Dimension Wealth held 731 shares of Vanguard Financials ETF worth $96.2K as of Q2 2026.
Fourth Dimension Wealth left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #200 holding.
Fourth Dimension Wealth first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's Vanguard Financials ETF position peaked at $122K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.