Hirtle Callaghan & Co’s Vanguard Financials ETF VFH Stock Holding History

Hirtle Callaghan & Co’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	$569K	Hold	4,327	–	–	0.02%	83
2026 Q1	$523K	Hold	4,327	–	–	0.02%	82
2025 Q4	$578K	Hold	4,327	–	–	0.02%	82
2025 Q3	$568K	Hold	4,327	–	–	0.02%	78
2025 Q2	$551K	Hold	4,327	–	–	0.02%	81
2025 Q1	$517K	Hold	4,327	–	–	0.02%	84
2024 Q4	$511K	Hold	4,327	–	–	0.02%	84
2024 Q3	$476K	Hold	4,327	–	–	0.02%	81
2024 Q2	$432K	Hold	4,327	–	–	0.02%	79
2024 Q1	$443K	Hold	4,327	–	–	0.02%	79
2023 Q4	$399K	Hold	4,327	–	–	0.02%	73
2023 Q3	$348K	Hold	4,327	–	–	0.02%	71
2023 Q2	$352K	Hold	4,327	–	–	0.02%	70
2023 Q1	$337K	Hold	4,327	–	–	0.02%	71
2022 Q4	$358K	Hold	4,327	–	–	0.02%	96
2022 Q3	$322K	Hold	4,327	–	–	0.02%	89
2022 Q2	$334K	Hold	4,327	–	–	0.02%	102
2022 Q1	$404K	Hold	4,327	–	–	0.02%	98
2021 Q4	$418K	Hold	4,327	–	–	0.02%	69
2021 Q3	$401K	Hold	4,327	–	–	0.02%	39
2021 Q2	$391K	Hold	4,327	–	–	0.02%	34
2021 Q1	$366K	Hold	4,327	–	–	0.02%	34
2020 Q4	$315K	Hold	4,327	–	–	0.02%	33
2020 Q3	$253K	Hold	4,327	–	–	0.02%	39
2020 Q2	$248K	Hold	4,327	–	–	0.02%	37
2020 Q1	$219K	Buy	+4,327	New	+$295K	0.02%	35

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

Hirtle Callaghan & Co's VFH Position: Q2 2026 in Review

Hirtle Callaghan & Co held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 4,327 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #83.

Hirtle Callaghan & Co first reported a position in VFH in Q1 2020 and has held it in 26 quarters since. The position peaked at $578K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Hirtle Callaghan & Co held 4,327 shares of Vanguard Financials ETF worth $569K as of Q2 2026.
Hirtle Callaghan & Co left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #83 holding.
Hirtle Callaghan & Co first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 26 quarters since.
Hirtle Callaghan & Co's Vanguard Financials ETF position peaked at $578K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.