John Overdeck’s Vanguard Financials ETF VFH Stock Holding History

John Overdeck’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	$79.6M	Sell	605,000 -64,100	-10%	-$8.18M	0.06%	389
2026 Q1	$80.8M	Buy	+669,100	New	+$85.3M	0.07%	338
2025 Q4	–	Sell	-554,500	Closed	-$72.8M	–	4453
2025 Q3	$72.8M	Buy	554,500 +208,500	+60%	+$27M	0.11%	244
2025 Q2	$44M	Buy	+346,000	New	+$41.3M	0.08%	314

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

John Overdeck's VFH Position: Q2 2026 in Review

John Overdeck reduced its Vanguard Financials ETF (VFH) stake by 9.6% in Q2 2026, selling an estimated $8.18M and leaving 605,000 shares worth $79.6M. The position accounts for 0.06% of the portfolio, ranked #389.

John Overdeck first reported a position in VFH in Q2 2025 and has held it in 4 quarters since. The position peaked at $80.8M in Q1 2026. 757 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

John Overdeck held 605,000 shares of Vanguard Financials ETF worth $79.6M as of Q2 2026.
John Overdeck sold 64,100 Vanguard Financials ETF shares in Q2 2026, an estimated $8.18M.
Vanguard Financials ETF made up 0.06% of John Overdeck's portfolio in Q2 2026, its #389 holding.
John Overdeck first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 4 quarters since.
John Overdeck's Vanguard Financials ETF position peaked at $80.8M in Q1 2026.
757 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.