OCM
VFH icon

Osbon Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Osbon Capital 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 		– Sell
-1,241
Closed -$150K – 526
2026
Q1 		$150K Buy
+1,241
New +$158K 0.12% 88
2019
Q2 		$2.13M Buy
+30,919
New +$2.1M 2.27% 15

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osbon Capital Management's VFH Position: Q2 2026 in Review

Osbon Capital Management sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 1,241 shares — an estimated $150K sold.

Osbon Capital Management first reported a position in VFH in Q2 2019 and held it in 2 quarters. The position peaked at $2.13M in Q2 2019. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Osbon Capital Management reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 1,241 Vanguard Financials ETF shares in Q2 2026, an estimated $150K.
  • Osbon Capital Management first reported a position in Vanguard Financials ETF in Q2 2019 and held it in 2 quarters.
  • Osbon Capital Management's Vanguard Financials ETF position peaked at $2.13M in Q2 2019.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.