Partners Capital Investment Group’s Vanguard Financials ETF VFH Stock Holding History

Partners Capital Investment 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	$247K	Hold	1,877	–	–	0.01%	172
2026 Q1	$227K	Hold	1,877	–	–	0.01%	159
2025 Q4	$251K	Hold	1,877	–	–	0.01%	151
2025 Q3	$246K	Hold	1,877	–	–	0.01%	153
2025 Q2	$239K	Hold	1,877	–	–	0.01%	152
2025 Q1	$224K	Buy	+1,877	New	+$229K	﹤0.01%	178
2024 Q4	–	Sell	-1,877	Closed	-$206K	–	165
2024 Q3	$206K	Buy	+1,877	New	+$199K	﹤0.01%	169
2021 Q1	–	Sell	-57,726	Closed	-$4.21M	–	157
2020 Q4	$4.21M	Buy	57,726 +29,055	+101%	+$1.92M	0.12%	91
2020 Q3	$1.68M	Buy	+28,671	New	+$1.7M	0.1%	89

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

Partners Capital Investment Group's VFH Position: Q2 2026 in Review

Partners Capital Investment Group held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,877 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #172.

Partners Capital Investment Group first reported a position in VFH in Q3 2020 and has held it in 9 quarters since. The position peaked at $4.21M in Q4 2020. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Partners Capital Investment Group held 1,877 shares of Vanguard Financials ETF worth $247K as of Q2 2026.
Partners Capital Investment Group left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of Partners Capital Investment Group's portfolio in Q2 2026, its #172 holding.
Partners Capital Investment Group first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 9 quarters since.
Partners Capital Investment Group's Vanguard Financials ETF position peaked at $4.21M in Q4 2020.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.