Koshinski Asset Management
VFH icon

Koshinski Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Koshinski Asset Management’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 		$599K Sell
4,551
-149
-3% -$19K 0.03% 413
2026
Q1 		$568K Sell
4,700
-131
-3% -$16.7K 0.04% 399
2025
Q4 		$645K Sell
4,831
-49
-1% -$6.37K 0.04% 366
2025
Q3 		$640K Buy
4,880
+86
+2% +$11.1K 0.04% 363
2025
Q2 		$610K Sell
4,794
-57
-1% -$6.8K 0.05% 358
2025
Q1 		$580K Sell
4,851
-252
-5% -$30.7K 0.05% 342
2024
Q4 		$602K Sell
5,103
-20
-0.4% -$2.37K 0.05% 327
2024
Q3 		$563K Sell
5,123
-177
-3% -$18.8K 0.05% 340
2024
Q2 		$535K Sell
5,300
-582
-10% -$58.1K 0.05% 324
2024
Q1 		$602K Sell
5,882
-1,064
-15% -$102K 0.06% 293
2023
Q4 		$641K Buy
6,946
+1,042
+18% +$87.6K 0.1% 237
2023
Q3 		$474K Buy
5,904
+80
+1% +$6.69K 0.05% 334
2023
Q2 		$473K Sell
5,824
-1,485
-20% -$117K 0.05% 357
2023
Q1 		$569K Buy
7,309
+1
+0% +$85 0.06% 304
2022
Q4 		$605K Sell
7,308
-133
-2% -$11K 0.06% 319
2022
Q3 		$554K Sell
7,441
-252
-3% -$20.5K 0.07% 301
2022
Q2 		$594K Sell
7,693
-596
-7% -$50.3K 0.06% 333
2022
Q1 		$774K Sell
8,289
-2,221
-21% -$213K 0.06% 304
2021
Q4 		$1.01M Hold
10,510
– – 0.08% 256
2021
Q3 		$974K Buy
10,510
+2,388
+29% +$220K 0.08% 263
2021
Q2 		$735K Buy
8,122
+22
+0.3% +$1.99K 0.09% 245
2021
Q1 		$684K Sell
8,100
-19
-0.2% -$1.51K 0.07% 300
2020
Q4 		$591K Sell
8,119
-128
-2% -$8.45K 0.07% 283
2020
Q3 		$516K Buy
8,247
+111
+1% +$6.6K 0.07% 295
2020
Q2 		$465K Buy
8,136
+1,016
+14% +$56.5K 0.08% 294
2020
Q1 		$361K Sell
7,120
-309
-4% -$21K 0.08% 305
2019
Q4 		$565K Buy
+7,429
New +$542K 0.1% 283
2018
Q4 		– Sell
-8,322
Closed -$577K – 517
2018
Q3 		$577K Buy
+8,322
New +$588K 0.08% 296
2018
Q1 		– Sell
-8,429
Closed -$590K – 423
2017
Q4 		$590K Buy
+8,429
New +$571K 0.15% 226

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koshinski Asset Management's VFH Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Financials ETF (VFH) stake by 3.2% in Q2 2026, selling an estimated $19K and leaving 4,551 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #413.

Koshinski Asset Management first reported a position in VFH in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.01M in Q4 2021. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Koshinski Asset Management held 4,551 shares of Vanguard Financials ETF worth $599K as of Q2 2026.
  • Koshinski Asset Management sold 149 Vanguard Financials ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Financials ETF made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #413 holding.
  • Koshinski Asset Management first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 29 quarters since.
  • Koshinski Asset Management's Vanguard Financials ETF position peaked at $1.01M in Q4 2021.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.