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 Q2	$1.89M	Buy	14,325 +375	+3%	+$47.8K	0.89%	30
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 $1.55T 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

Novak & Powell Financial Services's VFH Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Vanguard Financials ETF (VFH) stake by 2.7% in Q2 2026, buying an estimated $47.8K and bringing the position to 14,325 shares worth $1.89M. The position accounts for 0.89% of the portfolio, ranked #30.

Novak & Powell Financial Services first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2025. 760 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Novak & Powell Financial Services held 14,325 shares of Vanguard Financials ETF worth $1.89M as of Q2 2026.
Novak & Powell Financial Services bought 375 Vanguard Financials ETF shares in Q2 2026, an estimated $47.8K.
Vanguard Financials ETF made up 0.89% of Novak & Powell Financial Services's portfolio in Q2 2026, its #30 holding.
Novak & Powell Financial Services first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Novak & Powell Financial Services's Vanguard Financials ETF position peaked at $1.91M in Q4 2025.
760 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.