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 Q2	$517K	Buy	3,926 +24	+0.6%	+$3.06K	0.25%	77
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 $1.55T 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

Panoramic Investment Advisors's VFH Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 0.62% in Q2 2026, buying an estimated $3.06K and bringing the position to 3,926 shares worth $517K. The position accounts for 0.25% of the portfolio, ranked #77.

Panoramic Investment Advisors first reported a position in VFH in Q4 2022 and has held it in 12 quarters since. The position peaked at $529K in Q1 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Panoramic Investment Advisors held 3,926 shares of Vanguard Financials ETF worth $517K as of Q2 2026.
Panoramic Investment Advisors bought 24 Vanguard Financials ETF shares in Q2 2026, an estimated $3.06K.
Vanguard Financials ETF made up 0.25% of Panoramic Investment Advisors's portfolio in Q2 2026, its #77 holding.
Panoramic Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 12 quarters since.
Panoramic Investment Advisors's Vanguard Financials ETF position peaked at $529K in Q1 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.