Frank Rimerman Advisors’s Vanguard Financials ETF VFH Stock Holding History

Frank Rimerman Advisors’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	$5.47M	Sell	41,579 -5,847	-12%	-$746K	0.31%	51
2026 Q1	$5.73M	Sell	47,426 -1,750	-4%	-$223K	0.38%	42
2025 Q4	$6.56M	Buy	49,176 +1,882	+4%	+$244K	0.42%	36
2025 Q3	$6.21M	Buy	47,294 +220	+0.5%	+$28.5K	0.4%	38
2025 Q2	$5.99M	Buy	47,074 +1,507	+3%	+$180K	0.4%	39
2025 Q1	$5.44M	Buy	45,567 +5,125	+13%	+$624K	0.43%	35
2024 Q4	$4.78M	Buy	40,442 +3,042	+8%	+$360K	0.35%	42
2024 Q3	$4.11M	Buy	37,400 +186	+0.5%	+$19.7K	0.29%	53
2024 Q2	$3.72M	Hold	37,214	–	–	0.26%	64
2024 Q1	$3.81M	Sell	37,214 -1	-0%	-$96	0.73%	21
2023 Q4	$3.43M	Buy	37,215 +857	+2%	+$72K	0.72%	20
2023 Q3	$2.92M	Sell	36,358 -2,855	-7%	-$239K	0.71%	21
2023 Q2	$3.19M	Buy	39,213 +490	+1%	+$38.5K	0.76%	21
2023 Q1	$3.02M	Buy	38,723 +21,842	+129%	+$1.85M	0.83%	21
2022 Q4	$1.4M	Sell	16,881 -2,199	-12%	-$182K	0.44%	33
2022 Q3	$1.42M	Buy	19,080 +1,853	+11%	+$151K	0.51%	30
2022 Q2	$1.33M	Sell	17,227 -9,014	-34%	-$761K	0.51%	28
2022 Q1	$2.45M	Buy	26,241 +11,522	+78%	+$1.1M	0.78%	21
2021 Q4	$1.42M	Buy	14,719 +6,511	+79%	+$634K	0.48%	28
2021 Q3	$760K	Buy	8,208 +1,825	+29%	+$168K	0.29%	48
2021 Q2	$577K	Buy	6,383 +2,532	+66%	+$229K	0.23%	43
2021 Q1	$325K	Hold	3,851	–	–	0.14%	60
2020 Q4	$281K	Buy	+3,851	New	+$254K	0.13%	76

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

Frank Rimerman Advisors's VFH Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Vanguard Financials ETF (VFH) stake by 12% in Q2 2026, selling an estimated $746K and leaving 41,579 shares worth $5.47M. The position accounts for 0.31% of the portfolio, ranked #51.

Frank Rimerman Advisors first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.56M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Frank Rimerman Advisors held 41,579 shares of Vanguard Financials ETF worth $5.47M as of Q2 2026.
Frank Rimerman Advisors sold 5,847 Vanguard Financials ETF shares in Q2 2026, an estimated $746K.
Vanguard Financials ETF made up 0.31% of Frank Rimerman Advisors's portfolio in Q2 2026, its #51 holding.
Frank Rimerman Advisors first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
Frank Rimerman Advisors's Vanguard Financials ETF position peaked at $6.56M in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.