Ken Fisher’s Vanguard Financials ETF VFH Stock Holding History

Ken Fisher’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	$246K	Sell	2,034 -483	-19%	-$61.6K	﹤0.01%	940
2025 Q4	$336K	Buy	2,517 +872	+53%	+$113K	﹤0.01%	869
2025 Q3	$216K	Sell	1,645 -1,196	-42%	-$155K	﹤0.01%	966
2025 Q2	$362K	Sell	2,841 -178	-6%	-$21.2K	﹤0.01%	845
2025 Q1	$361K	Buy	3,019 +882	+41%	+$107K	﹤0.01%	858
2024 Q4	$252K	Sell	2,137 -103	-5%	-$12.2K	﹤0.01%	904
2024 Q3	$246K	Sell	2,240 -1,199	-35%	-$127K	﹤0.01%	867
2024 Q2	$344K	Buy	3,439 +1,333	+63%	+$133K	﹤0.01%	857
2024 Q1	$216K	Sell	2,106 -529	-20%	-$50.8K	﹤0.01%	925
2023 Q4	$243K	Buy	+2,635	New	+$221K	﹤0.01%	912
2016 Q1	–	Sell	-17,237	Closed	-$835K	–	725
2015 Q4	$835K	Buy	17,237 +7,259	+73%	+$355K	﹤0.01%	528
2015 Q3	$462K	Buy	+9,978	New	+$490K	﹤0.01%	556

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

Ken Fisher's VFH Position: Q1 2026 in Review

Ken Fisher reduced its Vanguard Financials ETF (VFH) stake by 19% in Q1 2026, selling an estimated $61.6K and leaving 2,034 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Ken Fisher first reported a position in VFH in Q3 2015 and has held it in 12 quarters since. The position peaked at $835K in Q4 2015. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Ken Fisher held 2,034 shares of Vanguard Financials ETF worth $246K as of Q1 2026.
Ken Fisher sold 483 Vanguard Financials ETF shares in Q1 2026, an estimated $61.6K.
Vanguard Financials ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #940 holding.
Ken Fisher first reported a position in Vanguard Financials ETF in Q3 2015 and has held it in 12 quarters since.
Ken Fisher's Vanguard Financials ETF position peaked at $835K in Q4 2015.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.