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Grimes & Company’s Vanguard Financials ETF VFH Stock Holding History

Grimes & Company’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 		$1M Buy
+7,625
New +$973K 0.02% 255
2026
Q1 		– Sell
-5,235
Closed -$699K – 475
2025
Q4 		$699K Buy
+5,235
New +$680K 0.02% 284

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grimes & Company's VFH Position: Q2 2026 in Review

Grimes & Company opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 7,625 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Grimes & Company previously reported a position in VFH as recently as Q4 2025.

Grimes & Company first reported a position in VFH in Q4 2025 and has held it in 2 quarters since. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Grimes & Company held 7,625 shares of Vanguard Financials ETF worth $1M as of Q2 2026.
  • Vanguard Financials ETF was a new Grimes & Company position in Q2 2026.
  • Vanguard Financials ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #255 holding.
  • Grimes & Company first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.