Interchange Capital Partners’s Vanguard Financials ETF VFH Stock Holding History

Interchange 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 Q1	$324K	Buy	2,716 +294	+12%	+$37.5K	0.1%	190
2025 Q4	$323K	Sell	2,422 -171	-7%	-$22.2K	0.06%	279
2025 Q3	$340K	Hold	2,593	–	–	0.07%	245
2025 Q2	$330K	Sell	2,593 -123	-5%	-$14.7K	0.08%	204
2025 Q1	$324K	Sell	2,716 -72	-3%	-$8.77K	0.09%	193
2024 Q4	$329K	Sell	2,788 -288	-9%	-$34.1K	0.12%	172
2024 Q3	$338K	Buy	3,076 +411	+15%	+$43.6K	0.12%	189
2024 Q2	$266K	Buy	+2,665	New	+$266K	0.1%	210

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Interchange Capital Partners's VFH Position: Q1 2026 in Review

Interchange Capital Partners increased its Vanguard Financials ETF (VFH) stake by 12% in Q1 2026, buying an estimated $37.5K and bringing the position to 2,716 shares worth $324K. The position accounts for 0.1% of the portfolio, ranked #190.

Interchange Capital Partners first reported a position in VFH in Q2 2024 and has held it in 8 quarters since. The position peaked at $340K in Q3 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Interchange Capital Partners held 2,716 shares of Vanguard Financials ETF worth $324K as of Q1 2026.
Interchange Capital Partners bought 294 Vanguard Financials ETF shares in Q1 2026, an estimated $37.5K.
Vanguard Financials ETF made up 0.1% of Interchange Capital Partners's portfolio in Q1 2026, its #190 holding.
Interchange Capital Partners first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 8 quarters since.
Interchange Capital Partners's Vanguard Financials ETF position peaked at $340K in Q3 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.