JC
VFH icon

JM2 Capital’s Vanguard Financials ETF VFH Stock Holding History

JM2 Capital’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 		$1.91M Sell
14,490
-80
-0.5% -$10.2K 1.31% 20
2026
Q1 		$1.76M Sell
14,570
-25
-0.2% -$3.19K 1.46% 18
2025
Q4 		$1.95M Buy
+14,595
New +$1.9M 1.57% 16

Other funds holding VFH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JM2 Capital's VFH Position: Q2 2026 in Review

JM2 Capital reduced its Vanguard Financials ETF (VFH) stake by 0.55% in Q2 2026, selling an estimated $10.2K and leaving 14,490 shares worth $1.91M. The position accounts for 1.31% of the portfolio, ranked #20.

JM2 Capital first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 457 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • JM2 Capital held 14,490 shares of Vanguard Financials ETF worth $1.91M as of Q2 2026.
  • JM2 Capital sold 80 Vanguard Financials ETF shares in Q2 2026, an estimated $10.2K.
  • Vanguard Financials ETF made up 1.31% of JM2 Capital's portfolio in Q2 2026, its #20 holding.
  • JM2 Capital first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Vanguard Financials ETF position peaked at $1.95M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.