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Patten & Patten’s Vanguard Financials ETF VFH Stock Holding History

Patten & Patten’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 		$242K Hold
2,006
– – 0.01% 314
2025
Q4 		$268K Buy
+2,006
New +$261K 0.02% 303

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patten & Patten's VFH Position: Q1 2026 in Review

Patten & Patten held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 2,006 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #314.

Patten & Patten first reported a position in VFH in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Patten & Patten held 2,006 shares of Vanguard Financials ETF worth $242K as of Q1 2026.
  • Patten & Patten left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #314 holding.
  • Patten & Patten first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 2 quarters since.
  • Patten & Patten's Vanguard Financials ETF position peaked at $268K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.