JBR Co Financial Management’s Vanguard Financials ETF VFH Stock Holding History

JBR Co Financial Management’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	$445K	Sell	3,382 -1,434	-30%	-$183K	0.16%	90
2026 Q1	$643K	Hold	4,816	–	–	0.27%	68
2025 Q4	$643K	Sell	4,816 -94	-2%	-$12.2K	0.27%	68
2025 Q3	$644K	Sell	4,910 -30	-0.6%	-$3.88K	0.27%	67
2025 Q2	$629K	Hold	4,940	–	–	0.31%	61
2025 Q1	$590K	Sell	4,940 -640	-11%	-$78K	0.35%	58
2024 Q4	$659K	Sell	5,580 -20	-0.4%	-$2.37K	0.4%	56
2024 Q3	$615K	Sell	5,600 -135	-2%	-$14.3K	0.4%	55
2024 Q2	$573K	Sell	5,735 -110	-2%	-$11K	0.4%	54
2024 Q1	$598K	Sell	5,845 -60	-1%	-$5.76K	0.48%	51
2023 Q4	$545K	Buy	+5,905	New	+$496K	0.51%	53

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

JBR Co Financial Management's VFH Position: Q2 2026 in Review

JBR Co Financial Management reduced its Vanguard Financials ETF (VFH) stake by 30% in Q2 2026, selling an estimated $183K and leaving 3,382 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #90.

JBR Co Financial Management first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $659K in Q4 2024. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

JBR Co Financial Management held 3,382 shares of Vanguard Financials ETF worth $445K as of Q2 2026.
JBR Co Financial Management sold 1,434 Vanguard Financials ETF shares in Q2 2026, an estimated $183K.
Vanguard Financials ETF made up 0.16% of JBR Co Financial Management's portfolio in Q2 2026, its #90 holding.
JBR Co Financial Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Vanguard Financials ETF position peaked at $659K in Q4 2024.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.