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Laurel Oak Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Laurel Oak Wealth 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 		$418K Sell
3,173
-255
-7% -$32.5K 0.06% 232
2026
Q1 		$414K Buy
3,428
+126
+4% +$16.1K 0.07% 218
2025
Q4 		$441K Buy
+3,302
New +$429K 0.07% 199

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

Laurel Oak Wealth Management's VFH Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 7.4% in Q2 2026, selling an estimated $32.5K and leaving 3,173 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #232.

Laurel Oak Wealth Management first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $441K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Laurel Oak Wealth Management held 3,173 shares of Vanguard Financials ETF worth $418K as of Q2 2026.
  • Laurel Oak Wealth Management sold 255 Vanguard Financials ETF shares in Q2 2026, an estimated $32.5K.
  • Vanguard Financials ETF made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Vanguard Financials ETF position peaked at $441K in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.