Morris Financial Concepts’s Vanguard Financials ETF VFH Stock Holding History

Morris Financial Concepts’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	$790K	Hold	6,006	–	–	0.24%	56
2026 Q1	$726K	Hold	6,006	–	–	0.25%	55
2025 Q4	$802K	Hold	6,006	–	–	0.28%	51
2025 Q3	$788K	Hold	6,006	–	–	0.28%	51
2025 Q2	$765K	Hold	6,006	–	–	0.3%	50
2025 Q1	$718K	Hold	6,006	–	–	0.3%	54
2024 Q4	$709K	Hold	6,006	–	–	0.3%	49
2024 Q3	$660K	Buy	6,006 +1,113	+23%	+$118K	0.28%	51
2024 Q2	$489K	Buy	4,893 +315	+7%	+$31.4K	0.23%	57
2024 Q1	$469K	Hold	4,578	–	–	0.24%	59
2023 Q4	$422K	Hold	4,578	–	–	0.24%	57
2023 Q3	$368K	Hold	4,578	–	–	0.24%	56
2023 Q2	$372K	Hold	4,578	–	–	0.24%	57
2023 Q1	$357K	Hold	4,578	–	–	0.25%	54
2022 Q4	$379K	Hold	4,578	–	–	0.31%	55
2022 Q3	$341K	Hold	4,578	–	–	0.35%	46
2022 Q2	$353K	Hold	4,578	–	–	0.34%	46
2022 Q1	$428K	Buy	4,578 +491	+12%	+$47K	0.36%	43
2021 Q4	$395K	Buy	+4,087	New	+$398K	0.33%	44

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

Morris Financial Concepts's VFH Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 6,006 shares worth $790K. The position accounts for 0.24% of the portfolio, ranked #56.

Morris Financial Concepts first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $802K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Morris Financial Concepts held 6,006 shares of Vanguard Financials ETF worth $790K as of Q2 2026.
Morris Financial Concepts left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.24% of Morris Financial Concepts's portfolio in Q2 2026, its #56 holding.
Morris Financial Concepts first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
Morris Financial Concepts's Vanguard Financials ETF position peaked at $802K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.