Graves Light Lenhart Wealth’s Vanguard Financials ETF VFH Stock Holding History

Graves Light Lenhart Wealth’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	$251K	Hold	1,910	–	–	0.02%	179
2026 Q1	$231K	Hold	1,910	–	–	0.02%	176
2025 Q4	$255K	Buy	1,910 +3	+0.2%	+$390	0.03%	165
2025 Q3	$250K	Buy	1,907 +2	+0.1%	+$259	0.03%	166
2025 Q2	$243K	Buy	1,905 +1	+0.1%	+$119	0.03%	168
2025 Q1	$227K	Buy	1,904 +2	+0.1%	+$244	0.03%	166
2024 Q4	$225K	Buy	1,902 +6	+0.3%	+$710	0.03%	168
2024 Q3	$208K	Buy	+1,896	New	+$201K	0.03%	177
2022 Q3	–	Sell	-1,943	Closed	-$150K	–	588
2022 Q2	$150K	Sell	1,943 -560	-22%	-$47.3K	0.02%	190
2022 Q1	$234K	Buy	2,503 +2	+0.1%	+$192	0.03%	161
2021 Q4	$242K	Buy	2,501 +568	+29%	+$55.3K	0.03%	175
2021 Q3	$179K	Sell	1,933 -43	-2%	-$3.97K	0.03%	190
2021 Q2	$179K	Sell	1,976 -76	-4%	-$6.87K	0.03%	190
2021 Q1	$173K	Sell	2,052 -35	-2%	-$2.79K	0.03%	195
2020 Q4	$152K	Buy	+2,087	New	+$138K	0.03%	200

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

Graves Light Lenhart Wealth's VFH Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,910 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #179.

Graves Light Lenhart Wealth first reported a position in VFH in Q4 2020 and has held it in 15 quarters since. The position peaked at $255K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Graves Light Lenhart Wealth held 1,910 shares of Vanguard Financials ETF worth $251K as of Q2 2026.
Graves Light Lenhart Wealth left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #179 holding.
Graves Light Lenhart Wealth first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 15 quarters since.
Graves Light Lenhart Wealth's Vanguard Financials ETF position peaked at $255K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.