Keel Point’s Vanguard Financials ETF VFH Stock Holding History

Keel Point’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	$483K	Hold	3,996	–	–	0.03%	272
2025 Q4	$533K	Hold	3,996	–	–	0.03%	285
2025 Q3	$524K	Hold	3,996	–	–	0.03%	287
2025 Q2	$509K	Buy	3,996 +2,003	+101%	+$239K	0.03%	293
2025 Q1	$238K	Hold	1,993	–	–	0.02%	402
2024 Q4	$235K	Sell	1,993 -5	-0.3%	-$591	0.02%	378
2024 Q3	$220K	Buy	+1,998	New	+$212K	0.02%	403

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keel Point's VFH Position: Q1 2026 in Review

Keel Point held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 3,996 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #272.

Keel Point first reported a position in VFH in Q3 2024 and has held it in 7 quarters since. The position peaked at $533K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Keel Point held 3,996 shares of Vanguard Financials ETF worth $483K as of Q1 2026.
Keel Point left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.03% of Keel Point's portfolio in Q1 2026, its #272 holding.
Keel Point first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 7 quarters since.
Keel Point's Vanguard Financials ETF position peaked at $533K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.