HFRG
VFH icon

Houlihan Financial Resource Group’s Vanguard Financials ETF VFH Stock Holding History

Houlihan Financial Resource Group’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 		$957K Sell
7,276
-400
-5% -$51K 0.34% 56
2026
Q1 		$927K Sell
7,676
-250
-3% -$31.9K 0.36% 55
2025
Q4 		$1.05M Buy
7,926
+3,639
+85% +$473K 0.4% 51
2025
Q3 		$563K Sell
4,287
-3,750
-47% -$486K 0.49% 46
2025
Q2 		$1.02M Buy
8,037
+1
+0% +$119 0.42% 47
2025
Q1 		$960K Buy
8,036
+1
+0% +$122 0.43% 44
2024
Q4 		$949K Buy
8,035
+2
+0% +$237 0.4% 44
2024
Q3 		$883K Sell
8,033
-199
-2% -$21.1K 0.37% 49
2024
Q2 		$822K Hold
8,232
– – 0.56% 34
2024
Q1 		$843K Hold
8,232
– – 0.38% 47
2023
Q4 		$759K Buy
8,232
+1
+0% +$84 0.37% 49
2023
Q3 		$651K Sell
8,231
-260,989
-97% -$21.8M 0.35% 53
2023
Q2 		$21.1M Buy
269,220
+260,991
+3,172% +$20.5M 0.66% 29
2023
Q1 		$641K Buy
8,229
+1
+0% +$85 0.35% 52
2022
Q4 		$703K Sell
8,228
-498
-6% -$41.1K 0.41% 51
2022
Q3 		$693K Buy
+8,726
New +$710K 0.42% 49
2020
Q3 		$592K Buy
+8,875
New +$528K 0.34% 54
2020
Q1 		$556K Buy
10,968
+3
+0% +$204 0.48% 48
2019
Q4 		$836K Buy
+10,965
New +$800K 0.54% 45

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

Houlihan Financial Resource Group's VFH Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Vanguard Financials ETF (VFH) stake by 5.2% in Q2 2026, selling an estimated $51K and leaving 7,276 shares worth $957K. The position accounts for 0.34% of the portfolio, ranked #56.

Houlihan Financial Resource Group first reported a position in VFH in Q4 2019 and has held it in 19 quarters since. The position peaked at $21.1M in Q2 2023. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Houlihan Financial Resource Group held 7,276 shares of Vanguard Financials ETF worth $957K as of Q2 2026.
  • Houlihan Financial Resource Group sold 400 Vanguard Financials ETF shares in Q2 2026, an estimated $51K.
  • Vanguard Financials ETF made up 0.34% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #56 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 19 quarters since.
  • Houlihan Financial Resource Group's Vanguard Financials ETF position peaked at $21.1M in Q2 2023.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.