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Larson Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Larson Financial Group’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 		$152K Buy
1,153
+440
+62% +$56.1K ﹤0.01% 971
2026
Q1 		$86.1K Sell
713
-16
-2% -$2.04K ﹤0.01% 1066
2025
Q4 		$97.3K Buy
729
+609
+508% +$79.1K ﹤0.01% 943
2025
Q3 		$15.7K Hold
120
– – ﹤0.01% 1776
2025
Q2 		$15.3K Buy
120
+20
+20% +$2.38K ﹤0.01% 1617
2025
Q1 		$11.9K Hold
100
– – ﹤0.01% 1567
2024
Q4 		$11.8K Hold
100
– – ﹤0.01% 1426
2024
Q3 		$11K Sell
100
-350
-78% -$37.1K ﹤0.01% 1446
2024
Q2 		$45K Buy
450
+350
+350% +$34.9K ﹤0.01% 836
2024
Q1 		$10.2K Hold
100
– – ﹤0.01% 1037
2023
Q4 		$9.23K Hold
100
– – ﹤0.01% 1040
2023
Q3 		$8.03K Sell
100
-279
-74% -$23.3K ﹤0.01% 1060
2023
Q2 		$30.8K Buy
+379
New +$29.7K ﹤0.01% 641
2020
Q4 		– Sell
-5
Closed – – 855
2020
Q3 		$0 Hold
5
– – ﹤0.01% 839
2020
Q2 		$0 Buy
+5
New +$278 ﹤0.01% 761

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

Larson Financial Group's VFH Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Financials ETF (VFH) stake by 62% in Q2 2026, buying an estimated $56.1K and bringing the position to 1,153 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Larson Financial Group first reported a position in VFH in Q2 2020 and has held it in 15 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Larson Financial Group held 1,153 shares of Vanguard Financials ETF worth $152K as of Q2 2026.
  • Larson Financial Group bought 440 Vanguard Financials ETF shares in Q2 2026, an estimated $56.1K.
  • Vanguard Financials ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #971 holding.
  • Larson Financial Group first reported a position in Vanguard Financials ETF in Q2 2020 and has held it in 15 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.