Galvin Gaustad & Stein’s Vanguard Financials ETF VFH Stock Holding History

Galvin Gaustad & Stein’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 Q1	$382K	Hold	3,163	–	–	0.03%	194
2025 Q4	$422K	Sell	3,163 -5	-0.2%	-$649	0.03%	179
2025 Q3	$416K	Sell	3,168 -200	-6%	-$25.9K	0.03%	147
2025 Q2	$429K	Hold	3,368	–	–	0.04%	142
2025 Q1	$402K	Sell	3,368 -125	-4%	-$15.2K	0.04%	143
2024 Q4	$412K	Sell	3,493 -55	-2%	-$6.5K	0.04%	144
2024 Q3	$390K	Hold	3,548	–	–	0.03%	140
2024 Q2	$354K	Sell	3,548 -602	-15%	-$60.1K	0.03%	141
2024 Q1	$425K	Sell	4,150 -428	-9%	-$41.1K	0.04%	136
2023 Q4	$422K	Sell	4,578 -140	-3%	-$11.8K	0.04%	135
2023 Q3	$379K	Sell	4,718 -273	-5%	-$22.8K	0.04%	136
2023 Q2	$405K	Sell	4,991 -200	-4%	-$15.7K	0.04%	130
2023 Q1	$404K	Sell	5,191 -1,244	-19%	-$105K	0.04%	130
2022 Q4	$532K	Sell	6,435 -3	-0%	-$248	0.05%	115
2022 Q3	$479K	Sell	6,438 -75	-1%	-$6.1K	0.05%	114
2022 Q2	$503K	Sell	6,513 -154	-2%	-$13K	0.05%	115
2022 Q1	$623K	Sell	6,667 -97	-1%	-$9.29K	0.06%	116
2021 Q4	$653K	Sell	6,764 -68	-1%	-$6.63K	0.06%	116
2021 Q3	$633K	Hold	6,832	–	–	0.06%	117
2021 Q2	$618K	Sell	6,832 -948	-12%	-$85.7K	0.06%	124
2021 Q1	$657K	Sell	7,780 -619	-7%	-$49.4K	0.07%	122
2020 Q4	$612K	Buy	+8,399	New	+$555K	0.06%	122

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Galvin Gaustad & Stein's VFH Position: Q1 2026 in Review

Galvin Gaustad & Stein held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 3,163 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #194.

Galvin Gaustad & Stein first reported a position in VFH in Q4 2020 and has held it in 22 quarters since. The position peaked at $657K in Q1 2021. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Galvin Gaustad & Stein held 3,163 shares of Vanguard Financials ETF worth $382K as of Q1 2026.
Galvin Gaustad & Stein left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #194 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 22 quarters since.
Galvin Gaustad & Stein's Vanguard Financials ETF position peaked at $657K in Q1 2021.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.