JM2 Capital
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
Q3 		$1.88M Sell
14,455
-35
-0.2% -$4.85K 1.24% 20
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JM2 Capital's VFH Position: Q3 2026 in Review

JM2 Capital reduced its Vanguard Financials ETF (VFH) stake by 0.24% in Q3 2026, selling an estimated $4.85K and leaving 14,455 shares worth $1.88M. The position accounts for 1.24% of the portfolio, ranked #20.

JM2 Capital first reported a position in VFH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q4 2025. 520 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • JM2 Capital held 14,455 shares of Vanguard Financials ETF worth $1.88M as of Q3 2026.
  • JM2 Capital sold 35 Vanguard Financials ETF shares in Q3 2026, an estimated $4.85K.
  • Vanguard Financials ETF made up 1.24% of JM2 Capital's portfolio in Q3 2026, its #20 holding.
  • JM2 Capital first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Vanguard Financials ETF position peaked at $1.95M in Q4 2025.
  • 520 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.