McDonald Partners’s Vanguard Financials ETF VFH Stock Holding History

McDonald 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	$30.9K	Buy	+235	New	+$30K	0.01%	362
2022 Q3	–	Sell	-4,522	Closed	-$349K	–	282
2022 Q2	$349K	Sell	4,522 -249	-5%	-$21K	0.09%	216
2022 Q1	$446K	Sell	4,771 -23,375	-83%	-$2.24M	0.1%	214
2021 Q4	$2.72M	Buy	28,146 +24,852	+754%	+$2.42M	2.52%	11
2021 Q3	$305K	Hold	3,294	–	–	0.07%	247
2021 Q2	$298K	Hold	3,294	–	–	0.07%	247
2021 Q1	$278K	Hold	3,294	–	–	0.07%	243
2020 Q4	$240K	Buy	+3,294	New	+$217K	0.07%	244

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

McDonald Partners's VFH Position: Q2 2026 in Review

McDonald Partners opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 235 shares worth $30.9K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: McDonald Partners previously reported a position in VFH as recently as Q2 2022.

McDonald Partners first reported a position in VFH in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.72M in Q4 2021. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

McDonald Partners held 235 shares of Vanguard Financials ETF worth $30.9K as of Q2 2026.
Vanguard Financials ETF was a new McDonald Partners position in Q2 2026.
Vanguard Financials ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #362 holding.
McDonald Partners first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 8 quarters since.
McDonald Partners's Vanguard Financials ETF position peaked at $2.72M in Q4 2021.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.