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Harrell Investment Partners’s Vanguard Financials ETF VFH Stock Holding History

Harrell Investment Partners’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 		$771K Hold
5,855
– – 0.17% 92
2026
Q1 		$707K Hold
5,855
– – 0.17% 94
2025
Q4 		$782K Hold
5,855
– – 0.18% 81
2025
Q3 		$768K Hold
5,855
– – 0.18% 82
2025
Q2 		$745K Buy
+5,855
New +$698K 0.19% 77

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

Harrell Investment Partners's VFH Position: Q2 2026 in Review

Harrell Investment Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 5,855 shares worth $771K. The position accounts for 0.17% of the portfolio, ranked #92.

Harrell Investment Partners first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $782K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Harrell Investment Partners held 5,855 shares of Vanguard Financials ETF worth $771K as of Q2 2026.
  • Harrell Investment Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.17% of Harrell Investment Partners's portfolio in Q2 2026, its #92 holding.
  • Harrell Investment Partners first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • Harrell Investment Partners's Vanguard Financials ETF position peaked at $782K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.