Live Oak Investment Partners’s Vanguard Financials ETF VFH Stock Holding History

Live Oak Investment Partners’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	$1.83M	Buy	13,891 +1,597	+13%	+$204K	0.98%	25
2026 Q1	$1.49M	Sell	12,294 -663	-5%	-$84.5K	0.88%	29
2025 Q4	$1.73M	Buy	+12,957	New	+$1.68M	1.06%	28

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Live Oak Investment Partners's VFH Position: Q2 2026 in Review

Live Oak Investment Partners increased its Vanguard Financials ETF (VFH) stake by 13% in Q2 2026, buying an estimated $204K and bringing the position to 13,891 shares worth $1.83M. The position accounts for 0.98% of the portfolio, ranked #25.

Live Oak Investment Partners first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Live Oak Investment Partners held 13,891 shares of Vanguard Financials ETF worth $1.83M as of Q2 2026.
Live Oak Investment Partners bought 1,597 Vanguard Financials ETF shares in Q2 2026, an estimated $204K.
Vanguard Financials ETF made up 0.98% of Live Oak Investment Partners's portfolio in Q2 2026, its #25 holding.
Live Oak Investment Partners first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.