Jacobs Equity’s Vanguard Financials ETF VFH Stock Holding History

Jacobs Equity’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	$1.07M	Buy	8,144 +966	+13%	+$123K	0.74%	38
2026 Q1	$867K	Buy	7,178 +1,255	+21%	+$160K	0.78%	37
2025 Q4	$791K	Buy	+5,923	New	+$769K	0.76%	40

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

Jacobs Equity's VFH Position: Q2 2026 in Review

Jacobs Equity increased its Vanguard Financials ETF (VFH) stake by 13% in Q2 2026, buying an estimated $123K and bringing the position to 8,144 shares worth $1.07M. The position accounts for 0.74% of the portfolio, ranked #38.

Jacobs Equity first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Jacobs Equity held 8,144 shares of Vanguard Financials ETF worth $1.07M as of Q2 2026.
Jacobs Equity bought 966 Vanguard Financials ETF shares in Q2 2026, an estimated $123K.
Vanguard Financials ETF made up 0.74% of Jacobs Equity's portfolio in Q2 2026, its #38 holding.
Jacobs Equity first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.