Greykasell Wealth Strategies’s Vanguard Financials ETF VFH Stock Holding History

Greykasell Wealth Strategies’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	$15.1K	Sell	125 -53	-30%	-$6.76K	0.01%	359
2025 Q4	$23.7K	Buy	178 +1	+0.6%	+$130	0.01%	296
2025 Q3	$23.3K	Hold	177	–	–	0.01%	252
2025 Q2	$22.6K	Sell	177 -245	-58%	-$29.2K	0.01%	218
2025 Q1	$50.4K	Buy	+422	New	+$51.4K	0.03%	183

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

Greykasell Wealth Strategies's VFH Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Vanguard Financials ETF (VFH) stake by 30% in Q1 2026, selling an estimated $6.76K and leaving 125 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #359.

Greykasell Wealth Strategies first reported a position in VFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $50.4K in Q1 2025. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Greykasell Wealth Strategies held 125 shares of Vanguard Financials ETF worth $15.1K as of Q1 2026.
Greykasell Wealth Strategies sold 53 Vanguard Financials ETF shares in Q1 2026, an estimated $6.76K.
Vanguard Financials ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #359 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 5 quarters since.
Greykasell Wealth Strategies's Vanguard Financials ETF position peaked at $50.4K in Q1 2025.
739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.