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 Q2	$525K	Sell	3,991 -5	-0.1%	-$638	0.03%	278
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 $1.55T 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

Keel Point's VFH Position: Q2 2026 in Review

Keel Point reduced its Vanguard Financials ETF (VFH) stake by 0.13% in Q2 2026, selling an estimated $638 and leaving 3,991 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #278.

Keel Point first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $533K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Keel Point held 3,991 shares of Vanguard Financials ETF worth $525K as of Q2 2026.
Keel Point sold 5 Vanguard Financials ETF shares in Q2 2026, an estimated $638.
Vanguard Financials ETF made up 0.03% of Keel Point's portfolio in Q2 2026, its #278 holding.
Keel Point first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Keel Point's Vanguard Financials ETF position peaked at $533K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.