Global Trust Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Global Trust Asset Management’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	$217K	Buy	1,651 +965	+141%	+$123K	0.07%	136
2026 Q1	$82.9K	Sell	686 -645	-48%	-$82.2K	0.03%	212
2025 Q4	$178K	Sell	1,331 -2,464	-65%	-$320K	0.07%	154
2025 Q3	$498K	Buy	3,795 +380	+11%	+$49.2K	0.23%	97
2025 Q2	$435K	Buy	3,415 +1,025	+43%	+$122K	0.23%	96
2025 Q1	$286K	Buy	2,390 +590	+33%	+$71.9K	0.17%	118
2024 Q4	$213K	Buy	+1,800	New	+$213K	0.08%	166

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 Trust Asset Management's VFH Position: Q2 2026 in Review

Global Trust Asset Management increased its Vanguard Financials ETF (VFH) stake by 141% in Q2 2026, buying an estimated $123K and bringing the position to 1,651 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #136.

Global Trust Asset Management first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $498K in Q3 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Global Trust Asset Management held 1,651 shares of Vanguard Financials ETF worth $217K as of Q2 2026.
Global Trust Asset Management bought 965 Vanguard Financials ETF shares in Q2 2026, an estimated $123K.
Vanguard Financials ETF made up 0.07% of Global Trust Asset Management's portfolio in Q2 2026, its #136 holding.
Global Trust Asset Management first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Global Trust Asset Management's Vanguard Financials ETF position peaked at $498K in Q3 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.