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Marshall Financial Group (Maryland)’s Vanguard Financials ETF VFH Stock Holding History

Marshall Financial Group (Maryland)’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 		$374K Buy
2,839
+13
+0.5% +$1.66K 0.05% 235
2026
Q1 		$341K Buy
2,826
+7
+0.2% +$893 0.05% 234
2025
Q4 		$376K Buy
2,819
+10
+0.4% +$1.3K 0.07% 222
2025
Q3 		$369K Buy
2,809
+6
+0.2% +$777 0.07% 197
2025
Q2 		$360K Buy
2,803
+7
+0.3% +$835 0.07% 199
2025
Q1 		$334K Sell
2,796
-22
-0.8% -$2.68K 0.07% 186
2024
Q4 		$333K Sell
2,818
-50
-2% -$5.91K 0.08% 172
2024
Q3 		$315K Sell
2,868
-437
-13% -$46.3K 0.08% 178
2024
Q2 		$330K Sell
3,305
-113
-3% -$11.3K 0.09% 145
2024
Q1 		$350K Buy
3,418
+8
+0.2% +$768 0.1% 137
2023
Q4 		$315K Buy
3,410
+25
+0.7% +$2.1K 0.1% 147
2023
Q3 		$272K Sell
3,385
-314
-8% -$26.3K 0.1% 147
2023
Q2 		$301K Hold
3,699
– – 0.1% 145
2023
Q1 		$288K Sell
3,699
-85
-2% -$7.19K 0.1% 150
2022
Q4 		$313K Sell
3,784
-203
-5% -$16.8K 0.12% 138
2022
Q3 		$297K Sell
3,987
-353
-8% -$28.7K 0.13% 146
2022
Q2 		$335K Buy
4,340
+539
+14% +$45.5K 0.13% 147
2022
Q1 		$355K Buy
3,801
+6
+0.2% +$575 0.15% 157
2021
Q4 		$366K Sell
3,795
-429
-10% -$41.8K 0.13% 164
2021
Q3 		$391K Hold
4,224
– – 0.2% 134
2021
Q2 		$382K Sell
4,224
-623
-13% -$56.3K 0.21% 133
2021
Q1 		$410K Sell
4,847
-82
-2% -$6.54K 0.25% 102
2020
Q4 		$359K Buy
+4,929
New +$325K 0.23% 100

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

Marshall Financial Group (Maryland)'s VFH Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Vanguard Financials ETF (VFH) stake by 0.46% in Q2 2026, buying an estimated $1.66K and bringing the position to 2,839 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #235.

Marshall Financial Group (Maryland) first reported a position in VFH in Q4 2020 and has held it in 23 quarters since. The position peaked at $410K in Q1 2021. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Marshall Financial Group (Maryland) held 2,839 shares of Vanguard Financials ETF worth $374K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 13 Vanguard Financials ETF shares in Q2 2026, an estimated $1.66K.
  • Vanguard Financials ETF made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #235 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Vanguard Financials ETF position peaked at $410K in Q1 2021.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.