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 Q2	$231K	Sell	1,752 -964	-35%	-$123K	0.04%	372
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 $1.55T 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

Interchange Capital Partners's VFH Position: Q2 2026 in Review

Interchange Capital Partners reduced its Vanguard Financials ETF (VFH) stake by 35% in Q2 2026, selling an estimated $123K and leaving 1,752 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #372.

Interchange Capital Partners first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. The position peaked at $340K in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Interchange Capital Partners held 1,752 shares of Vanguard Financials ETF worth $231K as of Q2 2026.
Interchange Capital Partners sold 964 Vanguard Financials ETF shares in Q2 2026, an estimated $123K.
Vanguard Financials ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #372 holding.
Interchange Capital Partners first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
Interchange Capital Partners's Vanguard Financials ETF position peaked at $340K in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.