Peterson Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Peterson Wealth 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 Q2	$345K	Buy	2,625 +94	+4%	+$12K	0.04%	94
2026 Q1	$306K	Buy	2,531 +6	+0.2%	+$765	0.04%	91
2025 Q4	$337K	Buy	+2,525	New	+$328K	0.04%	86

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

Peterson Wealth Advisors's VFH Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 3.7% in Q2 2026, buying an estimated $12K and bringing the position to 2,625 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #94.

Peterson Wealth Advisors first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Peterson Wealth Advisors held 2,625 shares of Vanguard Financials ETF worth $345K as of Q2 2026.
Peterson Wealth Advisors bought 94 Vanguard Financials ETF shares in Q2 2026, an estimated $12K.
Vanguard Financials ETF made up 0.04% of Peterson Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Peterson Wealth Advisors first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.