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

Marmo 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 Q1	$12.4M	Sell	102,669 -127	-0.1%	-$16.2K	6.14%	6
2025 Q4	$13.7M	Buy	102,796 +230	+0.2%	+$29.9K	6.49%	6
2025 Q3	$13.5M	Buy	102,566 +8,013	+8%	+$1.04M	6.52%	6
2025 Q2	$12M	Buy	94,553 +1,514	+2%	+$181K	6%	6
2025 Q1	$11.1M	Buy	93,039 +63,898	+219%	+$7.79M	6.08%	6
2024 Q4	$3.44M	Sell	29,141 -903	-3%	-$107K	1.86%	14
2024 Q3	$3.3M	Sell	30,044 -75,276	-71%	-$7.98M	1.76%	14
2024 Q2	$10.5M	Sell	105,320 -7,610	-7%	-$760K	6.36%	5
2024 Q1	$11.6M	Buy	112,930 +3,184	+3%	+$306K	7.03%	5
2023 Q4	$10.1M	Sell	109,746 -2,788	-2%	-$234K	7.69%	6
2023 Q3	$9.04M	Sell	112,534 -2,185	-2%	-$183K	8.58%	5
2023 Q2	$9.32M	Sell	114,719 -2,541	-2%	-$199K	8.42%	5
2023 Q1	$9.13M	Buy	+117,260	New	+$9.92M	8.69%	5

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

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

Marmo Financial Group's VFH Position: Q1 2026 in Review

Marmo Financial Group reduced its Vanguard Financials ETF (VFH) stake by 0.12% in Q1 2026, selling an estimated $16.2K and leaving 102,669 shares worth $12.4M. The position accounts for 6.14% of the portfolio, ranked #6.

Marmo Financial Group first reported a position in VFH in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.7M in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Marmo Financial Group held 102,669 shares of Vanguard Financials ETF worth $12.4M as of Q1 2026.
Marmo Financial Group sold 127 Vanguard Financials ETF shares in Q1 2026, an estimated $16.2K.
Vanguard Financials ETF made up 6.14% of Marmo Financial Group's portfolio in Q1 2026, its #6 holding.
Marmo Financial Group first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 13 quarters since.
Marmo Financial Group's Vanguard Financials ETF position peaked at $13.7M in Q4 2025.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.