JFG
VFH icon

JDM Financial Group’s Vanguard Financials ETF VFH Stock Holding History

JDM Financial Group’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 		$29K Hold
240
– – 0.01% 127
2025
Q4 		$32K Hold
240
– – 0.01% 120
2025
Q3 		$31.5K Buy
+240
New +$31.1K 0.01% 116

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JDM Financial Group's VFH Position: Q1 2026 in Review

JDM Financial Group held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 240 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #127.

JDM Financial Group first reported a position in VFH in Q3 2025 and has held it in 3 quarters since. The position peaked at $32K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • JDM Financial Group held 240 shares of Vanguard Financials ETF worth $29K as of Q1 2026.
  • JDM Financial Group left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #127 holding.
  • JDM Financial Group first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • JDM Financial Group's Vanguard Financials ETF position peaked at $32K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.