Global Financial Private Client’s Vanguard Financials ETF VFH Stock Holding History

Global Financial Private Client’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	$209K	Buy	+1,585	New	+$202K	0.06%	242
2026 Q1	–	Sell	-1,585	Closed	-$212K	–	245
2025 Q4	$212K	Hold	1,585	–	–	0.07%	218
2025 Q3	$208K	Hold	1,585	–	–	0.07%	227
2025 Q2	$202K	Buy	1,585 +85	+6%	+$10.1K	0.08%	219
2025 Q1	$179K	Hold	1,500	–	–	0.07%	210
2024 Q4	$177K	Hold	1,500	–	–	0.07%	210
2024 Q3	$165K	Hold	1,500	–	–	0.06%	212
2024 Q2	$150K	Hold	1,500	–	–	0.06%	202
2024 Q1	$152K	Hold	1,500	–	–	0.07%	196
2023 Q4	$138K	Hold	1,500	–	–	0.06%	200
2023 Q3	$119K	Hold	1,500	–	–	0.06%	200
2023 Q2	$123K	Hold	1,500	–	–	0.06%	202
2023 Q1	$117K	Sell	1,500 -1,600	-52%	-$135K	0.06%	193
2022 Q4	$256K	Hold	3,100	–	–	0.14%	119
2022 Q3	$237K	Buy	+3,100	New	+$252K	0.14%	132

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

Global Financial Private Client's VFH Position: Q2 2026 in Review

Global Financial Private Client opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,585 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #242 among its holdings. This is a return to the name: Global Financial Private Client previously reported a position in VFH as recently as Q4 2025.

Global Financial Private Client first reported a position in VFH in Q3 2022 and has held it in 15 quarters since. The position peaked at $256K in Q4 2022. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Global Financial Private Client held 1,585 shares of Vanguard Financials ETF worth $209K as of Q2 2026.
Vanguard Financials ETF was a new Global Financial Private Client position in Q2 2026.
Vanguard Financials ETF made up 0.06% of Global Financial Private Client's portfolio in Q2 2026, its #242 holding.
Global Financial Private Client first reported a position in Vanguard Financials ETF in Q3 2022 and has held it in 15 quarters since.
Global Financial Private Client's Vanguard Financials ETF position peaked at $256K in Q4 2022.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.