Hilton Head Capital Partners’s Vanguard Financials ETF VFH Stock Holding History

Hilton Head Capital 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	$568K	Sell	4,316 -31	-0.7%	-$3.96K	0.29%	95
2026 Q1	$525K	Buy	4,347 +201	+5%	+$25.6K	0.3%	90
2025 Q4	$553K	Buy	+4,146	New	+$539K	0.32%	84

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

Hilton Head Capital Partners's VFH Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Vanguard Financials ETF (VFH) stake by 0.71% in Q2 2026, selling an estimated $3.96K and leaving 4,316 shares worth $568K. The position accounts for 0.29% of the portfolio, ranked #95.

Hilton Head Capital Partners first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Hilton Head Capital Partners held 4,316 shares of Vanguard Financials ETF worth $568K as of Q2 2026.
Hilton Head Capital Partners sold 31 Vanguard Financials ETF shares in Q2 2026, an estimated $3.96K.
Vanguard Financials ETF made up 0.29% of Hilton Head Capital Partners's portfolio in Q2 2026, its #95 holding.
Hilton Head Capital Partners first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.