Matthew Goff Investment Advisor’s Vanguard Financials ETF VFH Stock Holding History

Matthew Goff Investment Advisor’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	–	Sell	-35,004	Closed	-$4.23M	–	111
2026 Q1	$4.23M	Buy	+35,004	New	+$4.46M	0.71%	39
2025 Q2	–	Sell	-35,360	Closed	-$4.22M	–	107
2025 Q1	$4.22M	Sell	35,360 -168	-0.5%	-$20.5K	0.78%	34
2024 Q4	$4.19M	Buy	35,528 +3,337	+10%	+$395K	0.78%	34
2024 Q3	$3.54M	Sell	32,191 -285	-0.9%	-$30.2K	0.67%	34
2024 Q2	$3.24M	Hold	32,476	–	–	0.66%	35
2024 Q1	$3.33M	Sell	32,476 -1,087	-3%	-$104K	0.67%	35
2023 Q4	$3.1M	Sell	33,563 -536	-2%	-$45K	0.69%	37
2023 Q3	$2.74M	Sell	34,099 -769	-2%	-$64.3K	0.66%	37
2023 Q2	$2.83M	Sell	34,868 -719	-2%	-$56.4K	0.67%	37
2023 Q1	$2.77M	Sell	35,587 -1,313	-4%	-$111K	0.69%	38
2022 Q4	$3.05M	Sell	36,900 -18	-0%	-$1.49K	0.8%	34
2022 Q3	$2.75M	Sell	36,918 -182	-0.5%	-$14.8K	0.79%	33
2022 Q2	$2.86M	Hold	37,100	–	–	0.77%	33
2022 Q1	$3.46M	Sell	37,100 -5	-0%	-$479	0.81%	32
2021 Q4	$3.58M	Sell	37,105 -312	-0.8%	-$30.4K	0.82%	33
2021 Q3	$3.47M	Sell	37,417 -141	-0.4%	-$13K	0.85%	32
2021 Q2	$3.4M	Sell	37,558 -189	-0.5%	-$17.1K	0.86%	33
2021 Q1	$3.19M	Hold	37,747	–	–	0.9%	32
2020 Q4	$2.75M	Sell	37,747 -1,447	-4%	-$95.5K	0.82%	32
2020 Q3	$2.29M	Sell	39,194 -3,896	-9%	-$232K	0.73%	32
2020 Q2	$2.46M	Buy	+43,090	New	+$2.4M	0.81%	31
2018 Q4	–	Sell	-52,694	Closed	-$3.65M	–	65
2018 Q3	$3.65M	Buy	52,694 +29,092	+123%	+$2.06M	1.47%	27
2018 Q2	$2.4M	Sell	23,602 -32,072	-58%	-$2.24M	0.94%	35
2018 Q1	$3.87M	Sell	55,674 -866	-2%	-$62.5K	1.62%	25
2017 Q4	$3.96M	Sell	56,540 -4,012	-7%	-$272K	1.7%	25
2017 Q3	$3.96M	Buy	+60,552	New	+$3.82M	1.7%	25

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

Matthew Goff Investment Advisor's VFH Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 35,004 shares — an estimated $4.23M sold.

Matthew Goff Investment Advisor first reported a position in VFH in Q3 2017 and held it in 26 quarters. The position peaked at $4.23M in Q1 2026. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Matthew Goff Investment Advisor reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
Matthew Goff Investment Advisor sold 35,004 Vanguard Financials ETF shares in Q2 2026, an estimated $4.23M.
Matthew Goff Investment Advisor first reported a position in Vanguard Financials ETF in Q3 2017 and held it in 26 quarters.
Matthew Goff Investment Advisor's Vanguard Financials ETF position peaked at $4.23M in Q1 2026.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.