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Harbour Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Harbour 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
Q2 		$1.62M Sell
12,333
-155
-1% -$19.8K 0.84% 34
2026
Q1 		$1.51M Sell
12,488
-1,365
-10% -$174K 0.82% 41
2025
Q4 		$1.85M Sell
13,853
-2,860
-17% -$371K 0.98% 30
2025
Q3 		$2.19M Sell
16,713
-1,340
-7% -$174K 0.95% 32
2025
Q2 		$2.3M Sell
18,053
-535
-3% -$63.8K 0.99% 31
2025
Q1 		$2.22M Sell
18,588
-195
-1% -$23.8K 1% 35
2024
Q4 		$2.22M Hold
18,783
– – 0.97% 34
2024
Q3 		$2.07M Sell
18,783
-300
-2% -$31.8K 0.92% 35
2024
Q2 		$1.91M Hold
19,083
– – 0.88% 40
2024
Q1 		$1.95M Sell
19,083
-125
-0.7% -$12K 0.92% 41
2023
Q4 		$1.77M Hold
19,208
– – 0.92% 39
2023
Q3 		$1.55M Sell
19,208
-130
-0.7% -$10.9K 0.89% 41
2023
Q2 		$1.58M Sell
19,338
-2,580
-12% -$202K 0.83% 42
2023
Q1 		$1.71M Sell
21,918
-100
-0.5% -$8.46K 0.95% 42
2022
Q4 		$1.82M Hold
22,018
– – 1.05% 39
2022
Q3 		$1.65M Buy
22,018
+316
+1% +$25.7K 1.03% 39
2022
Q2 		$1.68M Buy
21,702
+795
+4% +$67.1K 1.01% 42
2022
Q1 		$1.95M Sell
20,907
-280
-1% -$26.8K 0.95% 42
2021
Q4 		$2.05M Buy
21,187
+232
+1% +$22.6K 0.93% 39
2021
Q3 		$1.94M Buy
20,955
+1,635
+8% +$151K 0.98% 40
2021
Q2 		$1.75M Buy
19,320
+3,460
+22% +$313K 0.88% 41
2021
Q1 		$1.34M Sell
15,860
-270
-2% -$21.5K 0.71% 41
2020
Q4 		$1.18M Buy
16,130
+3,245
+25% +$214K 0.66% 44
2020
Q3 		$754K Buy
12,885
+960
+8% +$57.1K 0.47% 50
2020
Q2 		$682K Buy
11,925
+250
+2% +$13.9K 0.48% 52
2020
Q1 		$592K Buy
11,675
+805
+7% +$54.8K 0.47% 52
2019
Q4 		$829K Buy
+10,870
New +$793K 0.55% 52

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

Harbour Investment Management's VFH Position: Q2 2026 in Review

Harbour Investment Management reduced its Vanguard Financials ETF (VFH) stake by 1.2% in Q2 2026, selling an estimated $19.8K and leaving 12,333 shares worth $1.62M. The position accounts for 0.84% of the portfolio, ranked #34.

Harbour Investment Management first reported a position in VFH in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.3M in Q2 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Harbour Investment Management held 12,333 shares of Vanguard Financials ETF worth $1.62M as of Q2 2026.
  • Harbour Investment Management sold 155 Vanguard Financials ETF shares in Q2 2026, an estimated $19.8K.
  • Vanguard Financials ETF made up 0.84% of Harbour Investment Management's portfolio in Q2 2026, its #34 holding.
  • Harbour Investment Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbour Investment Management's Vanguard Financials ETF position peaked at $2.3M in Q2 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Harbour Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.