Panoramic Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Panoramic Investment Advisors’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	$471K	Buy	3,902 +12	+0.3%	+$1.53K	0.25%	80
2025 Q4	$519K	Buy	3,890 +65	+2%	+$8.44K	0.28%	72
2025 Q3	$502K	Buy	3,825 +12	+0.3%	+$1.55K	0.28%	68
2025 Q2	$485K	Sell	3,813 -616	-14%	-$73.4K	0.3%	66
2025 Q1	$529K	Buy	4,429 +108	+2%	+$13.2K	0.36%	63
2024 Q4	$510K	Buy	4,321 +428	+11%	+$50.6K	0.33%	65
2024 Q3	$428K	Buy	+3,893	New	+$413K	0.3%	73
2024 Q1	$392K	Buy	3,830 +115	+3%	+$11K	0.29%	70
2023 Q4	$343K	Sell	3,715 -77	-2%	-$6.47K	0.3%	68
2023 Q3	$305K	Buy	+3,792	New	+$317K	0.28%	72
2022 Q4	$344K	Buy	+4,160	New	+$344K	0.35%	63

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

Panoramic Investment Advisors's VFH Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 0.31% in Q1 2026, buying an estimated $1.53K and bringing the position to 3,902 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #80.

Panoramic Investment Advisors first reported a position in VFH in Q4 2022 and has held it in 11 quarters since. The position peaked at $529K in Q1 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Panoramic Investment Advisors held 3,902 shares of Vanguard Financials ETF worth $471K as of Q1 2026.
Panoramic Investment Advisors bought 12 Vanguard Financials ETF shares in Q1 2026, an estimated $1.53K.
Vanguard Financials ETF made up 0.25% of Panoramic Investment Advisors's portfolio in Q1 2026, its #80 holding.
Panoramic Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard Financials ETF position peaked at $529K in Q1 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.