HI
VFH icon

Harbour Investments’s Vanguard Financials ETF VFH Stock Holding History

Harbour Investments’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 		$1.78M Buy
14,731
+6,287
+74% +$802K 0.03% 540
2025
Q4 		$1.13M Sell
8,444
-68
-0.8% -$8.83K 0.02% 566
2025
Q3 		$1.12M Sell
8,512
-2,248
-21% -$291K 0.03% 523
2025
Q2 		$1.37M Buy
10,760
+1,350
+14% +$161K 0.03% 424
2025
Q1 		$1.12M Buy
9,410
+2,458
+35% +$299K 0.03% 449
2024
Q4 		$821K Buy
6,952
+3,368
+94% +$398K 0.02% 535
2024
Q3 		$394K Buy
3,584
+19
+0.5% +$2.01K 0.01% 749
2024
Q2 		$356K Sell
3,565
-115
-3% -$11.5K 0.01% 736
2024
Q1 		$377K Buy
3,680
+1,161
+46% +$111K 0.01% 692
2023
Q4 		$232K Buy
2,519
+38
+2% +$3.19K 0.01% 808
2023
Q3 		$199K Sell
2,481
-15
-0.6% -$1.25K 0.01% 795
2023
Q2 		$203K Sell
2,496
-38
-1% -$2.98K 0.01% 795
2023
Q1 		$197K Sell
2,534
-206
-8% -$17.4K 0.01% 776
2022
Q4 		$227K Sell
2,740
-34
-1% -$2.81K 0.01% 702
2022
Q3 		$214K Hold
2,774
– – 0.01% 665
2022
Q2 		$214K Buy
+2,774
New +$234K 0.01% 665
2021
Q4 		$323K Sell
3,348
-13,786
-80% -$1.34M 0.02% 544
2021
Q3 		$1.59M Sell
17,134
-1,073
-6% -$99K 0.05% 334
2021
Q2 		$1.65M Sell
18,207
-17,424
-49% -$1.57M 0.05% 334
2021
Q1 		$3.01M Buy
+35,631
New +$2.84M 0.11% 178

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments's VFH Position: Q1 2026 in Review

Harbour Investments increased its Vanguard Financials ETF (VFH) stake by 74% in Q1 2026, buying an estimated $802K and bringing the position to 14,731 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #540.

Harbour Investments first reported a position in VFH in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.01M in Q1 2021. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Harbour Investments held 14,731 shares of Vanguard Financials ETF worth $1.78M as of Q1 2026.
  • Harbour Investments bought 6,287 Vanguard Financials ETF shares in Q1 2026, an estimated $802K.
  • Vanguard Financials ETF made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #540 holding.
  • Harbour Investments first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's Vanguard Financials ETF position peaked at $3.01M in Q1 2021.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.