LCM
VFH icon

LCM Capital Management’s Vanguard Financials ETF VFH Stock Holding History

LCM Capital 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 		$8.29M Buy
63,009
+1,097
+2% +$140K 3.6% 6
2026
Q1 		$7.48M Buy
61,912
+680
+1% +$86.7K 3.75% 7
2025
Q4 		$8.17M Sell
61,232
-150
-0.2% -$19.5K 3.95% 7
2025
Q3 		$8.06M Buy
61,382
+223
+0.4% +$28.9K 3.86% 7
2025
Q2 		$7.79M Buy
61,159
+273
+0.4% +$32.6K 4.05% 7
2025
Q1 		$7.27M Buy
60,886
+1,624
+3% +$198K 4.27% 7
2024
Q4 		$7M Buy
59,262
+242
+0.4% +$28.6K 3.95% 7
2024
Q3 		$6.49M Sell
59,020
-194
-0.3% -$20.6K 3.73% 8
2024
Q2 		$5.91M Buy
59,214
+1,601
+3% +$160K 3.69% 8
2024
Q1 		$5.9M Buy
57,613
+241
+0.4% +$23.1K 3.81% 7
2023
Q4 		$5.29M Sell
57,372
-884
-2% -$74.3K 3.83% 7
2023
Q3 		$4.68M Buy
58,256
+3,293
+6% +$275K 3.82% 7
2023
Q2 		$4.47M Buy
54,963
+762
+1% +$59.8K 3.63% 7
2023
Q1 		$4.22M Buy
54,201
+3,299
+6% +$279K 3.69% 7
2022
Q4 		$4.21M Sell
50,902
-278
-0.5% -$23K 4.1% 7
2022
Q3 		$3.81M Sell
51,180
-237
-0.5% -$19.3K 4.02% 7
2022
Q2 		$3.97M Sell
51,417
-438
-0.8% -$37K 3.91% 7
2022
Q1 		$4.84M Buy
51,855
+862
+2% +$82.6K 3.91% 7
2021
Q4 		$4.92M Buy
50,993
+2,089
+4% +$204K 3.81% 7
2021
Q3 		$4.53M Sell
48,904
-851
-2% -$78.5K 3.83% 7
2021
Q2 		$4.5M Sell
49,755
-128
-0.3% -$11.6K 3.74% 7
2021
Q1 		$4.21M Sell
49,883
-2,288
-4% -$182K 3.77% 7
2020
Q4 		$3.79M Buy
+52,171
New +$3.44M 3.61% 7

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

LCM Capital Management's VFH Position: Q2 2026 in Review

LCM Capital Management increased its Vanguard Financials ETF (VFH) stake by 1.8% in Q2 2026, buying an estimated $140K and bringing the position to 63,009 shares worth $8.29M. The position accounts for 3.6% of the portfolio, ranked #6.

LCM Capital Management first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • LCM Capital Management held 63,009 shares of Vanguard Financials ETF worth $8.29M as of Q2 2026.
  • LCM Capital Management bought 1,097 Vanguard Financials ETF shares in Q2 2026, an estimated $140K.
  • Vanguard Financials ETF made up 3.6% of LCM Capital Management's portfolio in Q2 2026, its #6 holding.
  • LCM Capital Management first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.