PAG
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Paladin Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Paladin Advisory Group’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
2023
Q1 		– Sell
-444
Closed -$36.7K – 491
2022
Q4 		$36.7K Hold
444
– – 0.03% 171
2022
Q3 		$33K Hold
444
– – 0.03% 177
2022
Q2 		$34K Buy
+444
New +$37.5K 0.03% 183
2022
Q1 		– Sell
-444
Closed -$42K – 511
2021
Q4 		$42K Buy
+444
New +$43.3K 0.03% 184

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paladin Advisory Group's VFH Position: Q1 2026 in Review

Paladin Advisory Group held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 873 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #118.

Paladin Advisory Group first reported a position in VFH in Q1 2022 and has held it in 14 quarters since. The position peaked at $117K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Paladin Advisory Group held 873 shares of Vanguard Financials ETF worth $105K as of Q1 2026.
  • Paladin Advisory Group left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up 0.08% of Paladin Advisory Group's portfolio in Q1 2026, its #118 holding.
  • Paladin Advisory Group first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Vanguard Financials ETF position peaked at $117K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.