Howe & Rusling’s Vanguard Financials ETF VFH Stock Holding History

Howe & Rusling’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	$17.5K	Buy	133 +84	+171%	+$10.7K	﹤0.01%	421
2026 Q1	$5.92K	Sell	49 -49	-50%	-$6.25K	﹤0.01%	441
2025 Q4	$13.1K	Buy	+98	New	+$12.7K	﹤0.01%	420
2024 Q1	–	Sell	-800	Closed	-$73.8K	–	418
2023 Q4	$73.8K	Hold	800	–	–	0.01%	264
2023 Q3	$64.3K	Hold	800	–	–	0.01%	247
2023 Q2	$65K	Hold	800	–	–	0.01%	258
2023 Q1	$62.3K	Hold	800	–	–	0.01%	239
2022 Q4	$66.2K	Hold	800	–	–	0.01%	226
2022 Q3	$60K	Sell	800 -24	-3%	-$1.95K	0.01%	301
2022 Q2	$64K	Buy	824 +24	+3%	+$2.03K	0.01%	287
2022 Q1	$75K	Sell	800 -198	-20%	-$19K	0.01%	282
2021 Q4	$96K	Buy	998 +198	+25%	+$19.3K	0.01%	252
2021 Q3	$74K	Hold	800	–	–	0.01%	270
2021 Q2	$72K	Buy	800 +703	+725%	+$63.5K	0.01%	268
2021 Q1	$8K	Hold	97	–	–	﹤0.01%	532
2020 Q4	$7K	Buy	+97	New	+$6.4K	﹤0.01%	546
2018 Q2	–	Sell	-1,346	Closed	-$94K	–	941
2018 Q1	$94K	Buy	+1,346	New	+$97.1K	0.02%	216
2016 Q2	–	Sell	-339	Closed	-$16K	–	1051
2016 Q1	$16K	Buy	+339	New	+$15K	﹤0.01%	441

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

Howe & Rusling's VFH Position: Q2 2026 in Review

Howe & Rusling increased its Vanguard Financials ETF (VFH) stake by 171% in Q2 2026, buying an estimated $10.7K and bringing the position to 133 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Howe & Rusling first reported a position in VFH in Q1 2016 and has held it in 18 quarters since. The position peaked at $96K in Q4 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Howe & Rusling held 133 shares of Vanguard Financials ETF worth $17.5K as of Q2 2026.
Howe & Rusling bought 84 Vanguard Financials ETF shares in Q2 2026, an estimated $10.7K.
Vanguard Financials ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #421 holding.
Howe & Rusling first reported a position in Vanguard Financials ETF in Q1 2016 and has held it in 18 quarters since.
Howe & Rusling's Vanguard Financials ETF position peaked at $96K in Q4 2021.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.