Hanson & Doremus Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Hanson & Doremus Investment 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 Q1	$98K	Hold	808	–	–	0.01%	261
2025 Q4	$108K	Hold	808	–	–	0.01%	256
2025 Q3	$106K	Hold	808	–	–	0.01%	260
2025 Q2	$103K	Hold	808	–	–	0.01%	259
2025 Q1	$97K	Buy	808 +282	+54%	+$34.4K	0.01%	261
2024 Q4	$62K	Hold	526	–	–	0.01%	286
2024 Q3	$58K	Hold	526	–	–	0.01%	289
2024 Q2	$53K	Hold	526	–	–	0.01%	295
2024 Q1	$54K	Hold	526	–	–	0.01%	297
2023 Q4	$49K	Hold	526	–	–	0.01%	301
2023 Q3	$42K	Hold	526	–	–	0.01%	306
2023 Q2	$43K	Hold	526	–	–	0.01%	310
2023 Q1	$41K	Hold	526	–	–	0.01%	312
2022 Q4	$44K	Hold	526	–	–	0.01%	318
2022 Q3	$39K	Buy	+526	New	+$42.8K	0.01%	316

Other funds holding VFH

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return