Novak & Powell Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Novak & Powell Financial Services’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 Q1	$1.69M	Sell	13,950 -379	-3%	-$48.3K	0.91%	27
2025 Q4	$1.91M	Hold	14,329	–	–	1%	22
2025 Q3	$1.88M	Buy	14,329 +10,459	+270%	+$1.35M	0.99%	22
2025 Q2	$493K	Sell	3,870 -10,091	-72%	-$1.2M	0.34%	70
2025 Q1	$1.67M	Buy	13,961 +9,614	+221%	+$1.17M	1.04%	22
2024 Q4	$513K	Sell	4,347 -10,584	-71%	-$1.25M	0.31%	73
2024 Q3	$1.64M	Sell	14,931 -69	-0.5%	-$7.31K	0.95%	29
2024 Q2	$1.5M	Sell	15,000 -102	-0.7%	-$10.2K	0.93%	30
2024 Q1	$460K	Buy	15,102 +77	+0.5%	+$7.39K	0.34%	72
2023 Q4	$1.39M	Buy	+15,025	New	+$1.26M	0.93%	31

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Novak & Powell Financial Services's VFH Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its Vanguard Financials ETF (VFH) stake by 2.6% in Q1 2026, selling an estimated $48.3K and leaving 13,950 shares worth $1.69M. The position accounts for 0.91% of the portfolio, ranked #27.

Novak & Powell Financial Services first reported a position in VFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2025. 739 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Novak & Powell Financial Services held 13,950 shares of Vanguard Financials ETF worth $1.69M as of Q1 2026.
Novak & Powell Financial Services sold 379 Vanguard Financials ETF shares in Q1 2026, an estimated $48.3K.
Vanguard Financials ETF made up 0.91% of Novak & Powell Financial Services's portfolio in Q1 2026, its #27 holding.
Novak & Powell Financial Services first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard Financials ETF position peaked at $1.91M in Q4 2025.
739 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.