PDS Planning’s Vanguard Financials ETF VFH Stock Holding History

PDS Planning’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	$315K	Sell	2,396 -60	-2%	-$7.66K	0.02%	413
2026 Q1	$297K	Sell	2,456 -23	-0.9%	-$2.93K	0.02%	395
2025 Q4	$331K	Buy	2,479 +13	+0.5%	+$1.69K	0.02%	352
2025 Q3	$324K	Buy	2,466 +54	+2%	+$6.99K	0.02%	351
2025 Q2	$307K	Buy	2,412 +42	+2%	+$5.01K	0.02%	343
2025 Q1	$283K	Buy	2,370 +30	+1%	+$3.65K	0.02%	342
2024 Q4	$276K	Sell	2,340 -109	-4%	-$12.9K	0.02%	314
2024 Q3	$269K	Sell	2,449 -12	-0.5%	-$1.27K	0.02%	327
2024 Q2	$246K	Buy	+2,461	New	+$246K	0.02%	310
2022 Q2	–	Sell	-2,257	Closed	-$211K	–	248
2022 Q1	$211K	Buy	+2,257	New	+$216K	0.04%	202

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

PDS Planning's VFH Position: Q2 2026 in Review

PDS Planning reduced its Vanguard Financials ETF (VFH) stake by 2.4% in Q2 2026, selling an estimated $7.66K and leaving 2,396 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #413.

PDS Planning first reported a position in VFH in Q1 2022 and has held it in 10 quarters since. The position peaked at $331K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

PDS Planning held 2,396 shares of Vanguard Financials ETF worth $315K as of Q2 2026.
PDS Planning sold 60 Vanguard Financials ETF shares in Q2 2026, an estimated $7.66K.
Vanguard Financials ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #413 holding.
PDS Planning first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 10 quarters since.
PDS Planning's Vanguard Financials ETF position peaked at $331K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.