Minot DeBlois Advisors’s Vanguard Financials ETF VFH Stock Holding History

Minot DeBlois Advisors’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	$65.8K	Hold	500	–	–	0.06%	103
2026 Q1	$60.4K	Buy	+500	New	+$63.8K	0.05%	97
2025 Q4	–	Sell	-880	Closed	-$115K	–	241
2025 Q3	$115K	Hold	880	–	–	0.1%	83
2025 Q2	$112K	Hold	880	–	–	0.11%	85
2025 Q1	$105K	Hold	880	–	–	0.1%	86
2024 Q4	$104K	Buy	+880	New	+$104K	0.09%	93

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

Minot DeBlois Advisors's VFH Position: Q2 2026 in Review

Minot DeBlois Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 500 shares worth $65.8K. The position accounts for 0.06% of the portfolio, ranked #103.

Minot DeBlois Advisors first reported a position in VFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q3 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Minot DeBlois Advisors held 500 shares of Vanguard Financials ETF worth $65.8K as of Q2 2026.
Minot DeBlois Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.06% of Minot DeBlois Advisors's portfolio in Q2 2026, its #103 holding.
Minot DeBlois Advisors first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 6 quarters since.
Minot DeBlois Advisors's Vanguard Financials ETF position peaked at $115K in Q3 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.