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 Q2	$812K	Hold	6,170	–	–	0.05%	114
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hardy Reed's VFH Position: Q2 2026 in Review

Hardy Reed held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 6,170 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #114.

Hardy Reed first reported a position in VFH in Q4 2021 and has held it in 17 quarters since. The position peaked at $824K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Hardy Reed held 6,170 shares of Vanguard Financials ETF worth $812K as of Q2 2026.
Hardy Reed left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.05% of Hardy Reed's portfolio in Q2 2026, its #114 holding.
Hardy Reed first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 17 quarters since.
Hardy Reed's Vanguard Financials ETF position peaked at $824K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.