Perennial Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Perennial Investment Advisors’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	–	Sell	-1,576	Closed	-$210K	–	554
2025 Q4	$210K	Hold	1,576	–	–	0.02%	456
2025 Q3	$207K	Sell	1,576 -20	-1%	-$2.59K	0.02%	462
2025 Q2	$203K	Buy	+1,596	New	+$190K	0.02%	445
2025 Q1	–	Sell	-1,777	Closed	-$210K	–	468
2024 Q4	$210K	Sell	1,777 -66	-4%	-$7.8K	0.02%	376
2024 Q3	$203K	Sell	1,843 -1,149	-38%	-$122K	0.03%	367
2024 Q2	$299K	Buy	+2,992	New	+$299K	0.04%	280

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

Perennial Investment Advisors's VFH Position: Q1 2026 in Review

Perennial Investment Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 1,576 shares — an estimated $210K sold.

Perennial Investment Advisors first reported a position in VFH in Q2 2024 and held it in 6 quarters. The position peaked at $299K in Q2 2024. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Perennial Investment Advisors reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Perennial Investment Advisors sold 1,576 Vanguard Financials ETF shares in Q1 2026, an estimated $210K.
Perennial Investment Advisors first reported a position in Vanguard Financials ETF in Q2 2024 and held it in 6 quarters.
Perennial Investment Advisors's Vanguard Financials ETF position peaked at $299K in Q2 2024.
740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.