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 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 $1.37T 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

Parr McKnight Wealth Management Group's VFH Position: Q1 2026 in Review

Parr McKnight Wealth Management Group reduced its Vanguard Financials ETF (VFH) stake by 0.65% in Q1 2026, selling an estimated $1.53K and leaving 1,828 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #208.

Parr McKnight Wealth Management Group first reported a position in VFH in Q4 2024 and has held it in 6 quarters since. The position peaked at $246K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Parr McKnight Wealth Management Group held 1,828 shares of Vanguard Financials ETF worth $221K as of Q1 2026.
Parr McKnight Wealth Management Group sold 12 Vanguard Financials ETF shares in Q1 2026, an estimated $1.53K.
Vanguard Financials ETF made up 0.03% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #208 holding.
Parr McKnight Wealth Management Group first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's Vanguard Financials ETF position peaked at $246K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.