Hardy Reed’s Vanguard Financials ETF VFH Stock Holding History

Hardy Reed’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	$745K	Hold	6,170	–	–	0.05%	111
2025 Q4	$824K	Hold	6,170	–	–	0.06%	104
2025 Q3	$810K	Hold	6,170	–	–	0.06%	105
2025 Q2	$785K	Hold	6,170	–	–	0.06%	107
2025 Q1	$737K	Sell	6,170 -145	-2%	-$17.7K	0.07%	110
2024 Q4	$746K	Hold	6,315	–	–	0.07%	102
2024 Q3	$694K	Hold	6,315	–	–	0.06%	114
2024 Q2	$631K	Hold	6,315	–	–	0.06%	113
2024 Q1	$647K	Hold	6,315	–	–	0.08%	58
2023 Q4	$583K	Buy	6,315 +137	+2%	+$11.5K	0.08%	57
2023 Q3	$496K	Hold	6,178	–	–	0.09%	59
2023 Q2	$502K	Buy	6,178 +62	+1%	+$4.87K	0.09%	56
2023 Q1	$476K	Hold	6,116	–	–	0.08%	62
2022 Q4	$506K	Buy	+6,116	New	+$505K	0.1%	56
2022 Q3	–	Sell	-4,811	Closed	-$371K	–	89
2022 Q2	$371K	Buy	+4,811	New	+$406K	0.08%	54
2022 Q1	–	Sell	-4,668	Closed	-$451K	–	108
2021 Q4	$451K	Buy	+4,668	New	+$455K	0.07%	59

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