HAP
VFH icon

Harbor Asset Planning’s Vanguard Financials ETF VFH Stock Holding History

Harbor Asset Planning’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 		$83.6K Sell
635
-218
-26% -$27.8K 0.06% 164
2026
Q1 		$103K Buy
853
+83
+11% +$10.6K 0.09% 134
2025
Q4 		$103K Buy
770
+3
+0.4% +$390 0.09% 131
2025
Q3 		$101K Buy
767
+138
+22% +$17.9K 0.09% 135
2025
Q2 		$80.1K Buy
+629
New +$75K 0.08% 147

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

Harbor Asset Planning's VFH Position: Q2 2026 in Review

Harbor Asset Planning reduced its Vanguard Financials ETF (VFH) stake by 26% in Q2 2026, selling an estimated $27.8K and leaving 635 shares worth $83.6K. The position accounts for 0.06% of the portfolio, ranked #164.

Harbor Asset Planning first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $103K in Q1 2026. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Harbor Asset Planning held 635 shares of Vanguard Financials ETF worth $83.6K as of Q2 2026.
  • Harbor Asset Planning sold 218 Vanguard Financials ETF shares in Q2 2026, an estimated $27.8K.
  • Vanguard Financials ETF made up 0.06% of Harbor Asset Planning's portfolio in Q2 2026, its #164 holding.
  • Harbor Asset Planning first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Vanguard Financials ETF position peaked at $103K in Q1 2026.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.