Hershey Financial Advisers’s Vanguard Financials ETF VFH Stock Holding History

Hershey Financial Advisers’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	$1.02M	Sell	7,723 -791	-9%	-$101K	0.73%	49
2026 Q1	$1.03M	Sell	8,514 -4,929	-37%	-$629K	0.89%	47
2025 Q4	$1.79M	Sell	13,443 -484	-3%	-$62.9K	1.52%	17
2025 Q3	$1.83M	Buy	13,927 +168	+1%	+$21.8K	1.57%	22
2025 Q2	$1.75M	Buy	+13,759	New	+$1.64M	1.57%	18
2024 Q4	$1.86M	Buy	+15,757	New	+$1.86M	1.64%	16
2024 Q2	$1.66M	Buy	+16,625	New	+$1.66M	1.49%	12

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

Hershey Financial Advisers's VFH Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Financials ETF (VFH) stake by 9.3% in Q2 2026, selling an estimated $101K and leaving 7,723 shares worth $1.02M. The position accounts for 0.73% of the portfolio, ranked #49.

Hershey Financial Advisers first reported a position in VFH in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Hershey Financial Advisers held 7,723 shares of Vanguard Financials ETF worth $1.02M as of Q2 2026.
Hershey Financial Advisers sold 791 Vanguard Financials ETF shares in Q2 2026, an estimated $101K.
Vanguard Financials ETF made up 0.73% of Hershey Financial Advisers's portfolio in Q2 2026, its #49 holding.
Hershey Financial Advisers first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 7 quarters since.
Hershey Financial Advisers's Vanguard Financials ETF position peaked at $1.86M in Q4 2024.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.