Parr McKnight Wealth Management Group’s Vanguard Financials ETF VFH Stock Holding History

Parr McKnight Wealth Management 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
2026 Q2	$239K	Sell	1,815 -13	-0.7%	-$1.66K	0.03%	216
2026 Q1	$221K	Sell	1,828 -12	-0.7%	-$1.53K	0.03%	208
2025 Q4	$246K	Hold	1,840	–	–	0.03%	219
2025 Q3	$241K	Hold	1,840	–	–	0.03%	219
2025 Q2	$234K	Buy	1,840 +73	+4%	+$8.7K	0.03%	215
2025 Q1	$211K	Sell	1,767 -26	-1%	-$3.17K	0.03%	224
2024 Q4	$212K	Buy	+1,793	New	+$212K	0.03%	224

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

Parr McKnight Wealth Management Group's VFH Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its Vanguard Financials ETF (VFH) stake by 0.71% in Q2 2026, selling an estimated $1.66K and leaving 1,815 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #216.

Parr McKnight Wealth Management Group first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Parr McKnight Wealth Management Group held 1,815 shares of Vanguard Financials ETF worth $239K as of Q2 2026.
Parr McKnight Wealth Management Group sold 13 Vanguard Financials ETF shares in Q2 2026, an estimated $1.66K.
Vanguard Financials ETF made up 0.03% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #216 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Vanguard Financials ETF position peaked at $246K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.