HI
VFH icon

Harper Investing’s Vanguard Financials ETF VFH Stock Holding History

Harper Investing’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 		$5.88M Buy
44,706
+4,998
+13% +$638K 1.98% 15
2026
Q1 		$4.8M Buy
39,708
+2,009
+5% +$256K 2.09% 14
2025
Q4 		$5.03M Buy
37,699
+4,331
+13% +$563K 2.17% 16
2025
Q3 		$4.38M Buy
33,368
+5,531
+20% +$716K 2.09% 16
2025
Q2 		$3.54M Buy
27,837
+69
+0.2% +$8.23K 1.98% 16
2025
Q1 		$3.32M Buy
27,768
+6,309
+29% +$769K 2.2% 14
2024
Q4 		$2.53M Sell
21,459
-3,448
-14% -$408K 1.87% 13
2024
Q3 		$2.74M Buy
24,907
+5,000
+25% +$530K 1.79% 15
2024
Q2 		$1.99M Buy
19,907
+11,179
+128% +$1.12M 1.96% 16
2024
Q1 		$894K Buy
8,728
+6,059
+227% +$581K 1.05% 17
2023
Q4 		$246K Buy
2,669
+85
+3% +$7.14K 0.26% 15
2023
Q3 		$207K Buy
+2,584
New +$216K 0.24% 17
2023
Q2 		– Sell
-4,231
Closed -$330K – 23
2023
Q1 		$330K Sell
4,231
-8,054
-66% -$681K 0.41% 15
2022
Q4 		$1.02M Sell
12,285
-16,024
-57% -$1.32M 1.25% 16
2022
Q3 		$2.11M Buy
28,309
+2,071
+8% +$168K 2.16% 15
2022
Q2 		$2.02M Buy
26,238
+8,604
+49% +$727K 2.06% 16
2022
Q1 		$1.65M Buy
+17,634
New +$1.69M 1.53% 16

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

Harper Investing's VFH Position: Q2 2026 in Review

Harper Investing increased its Vanguard Financials ETF (VFH) stake by 13% in Q2 2026, buying an estimated $638K and bringing the position to 44,706 shares worth $5.88M. The position accounts for 1.98% of the portfolio, ranked #15.

Harper Investing first reported a position in VFH in Q1 2022 and has held it in 17 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Harper Investing held 44,706 shares of Vanguard Financials ETF worth $5.88M as of Q2 2026.
  • Harper Investing bought 4,998 Vanguard Financials ETF shares in Q2 2026, an estimated $638K.
  • Vanguard Financials ETF made up 1.98% of Harper Investing's portfolio in Q2 2026, its #15 holding.
  • Harper Investing first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 17 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.