Morse Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Morse Asset Management’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	$6.45K	Hold	49	–	–	﹤0.01%	333
2026 Q1	$5.92K	Hold	49	–	–	﹤0.01%	324
2025 Q4	$6.54K	Hold	49	–	–	﹤0.01%	308
2025 Q3	$6.43K	Hold	49	–	–	﹤0.01%	286
2025 Q2	$6.24K	Hold	49	–	–	﹤0.01%	288
2025 Q1	$5.85K	Hold	49	–	–	﹤0.01%	265
2024 Q4	$5.79K	Hold	49	–	–	﹤0.01%	268
2024 Q3	$5.39K	Buy	+49	New	+$5.19K	﹤0.01%	283

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

Morse Asset Management's VFH Position: Q2 2026 in Review

Morse Asset Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 49 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Morse Asset Management first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.54K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Morse Asset Management held 49 shares of Vanguard Financials ETF worth $6.45K as of Q2 2026.
Morse Asset Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #333 holding.
Morse Asset Management first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Morse Asset Management's Vanguard Financials ETF position peaked at $6.54K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.