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 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

Paladin Advisory Group's VFH Position: Q2 2026 in Review

Paladin Advisory Group reduced its Vanguard Financials ETF (VFH) stake by 4.5% in Q2 2026, selling an estimated $4.98K and leaving 834 shares worth $110K. The position accounts for 0.07% of the portfolio, ranked #112.

Paladin Advisory Group first reported a position in VFH in Q1 2022 and has held it in 15 quarters since. The position peaked at $117K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Paladin Advisory Group held 834 shares of Vanguard Financials ETF worth $110K as of Q2 2026.
Paladin Advisory Group sold 39 Vanguard Financials ETF shares in Q2 2026, an estimated $4.98K.
Vanguard Financials ETF made up 0.07% of Paladin Advisory Group's portfolio in Q2 2026, its #112 holding.
Paladin Advisory Group first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Vanguard Financials ETF position peaked at $117K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.