GoalVest Advisory’s Vanguard Financials ETF VFH Stock Holding History

GoalVest Advisory’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	–	Sell	-10,836	Closed	-$1.45M	–	545
2025 Q4	$1.45M	Sell	10,836 -1,974	-15%	-$256K	0.28%	55
2025 Q3	$1.68M	Buy	12,810 +691	+6%	+$89.5K	0.36%	46
2025 Q2	$1.54M	Buy	12,119 +64	+0.5%	+$7.63K	0.38%	45
2025 Q1	$1.44M	Sell	12,055 -101	-0.8%	-$12.3K	0.4%	55
2024 Q4	$1.44M	Buy	+12,156	New	+$1.44M	0.39%	43

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

GoalVest Advisory's VFH Position: Q1 2026 in Review

GoalVest Advisory sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 10,836 shares — an estimated $1.45M sold.

GoalVest Advisory first reported a position in VFH in Q4 2024 and held it in 5 quarters. The position peaked at $1.68M in Q3 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

GoalVest Advisory reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 10,836 Vanguard Financials ETF shares in Q1 2026, an estimated $1.45M.
GoalVest Advisory first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 5 quarters.
GoalVest Advisory's Vanguard Financials ETF position peaked at $1.68M in Q3 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.