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

Peterson Wealth Services’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	$103K	Buy	786 +5	+0.6%	+$638	0.02%	151
2026 Q1	$94.4K	Buy	781 +2	+0.3%	+$255	0.02%	150
2025 Q4	$104K	Buy	779 +719	+1,198%	+$93.4K	0.03%	143
2025 Q3	$102K	Sell	60 -713	-92%	-$92.3K	0.03%	151
2025 Q2	$98.4K	Buy	773 +50	+7%	+$5.96K	0.03%	146
2025 Q1	$86.4K	Buy	723 +171	+31%	+$20.8K	0.03%	147
2024 Q4	$65.2K	Buy	552 +6	+1%	+$710	0.02%	150
2024 Q3	$60.1K	Buy	+546	New	+$57.9K	0.02%	153

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 Services's VFH Position: Q2 2026 in Review

Peterson Wealth Services increased its Vanguard Financials ETF (VFH) stake by 0.64% in Q2 2026, buying an estimated $638 and bringing the position to 786 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #151.

Peterson Wealth Services first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $104K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Peterson Wealth Services held 786 shares of Vanguard Financials ETF worth $103K as of Q2 2026.
Peterson Wealth Services bought 5 Vanguard Financials ETF shares in Q2 2026, an estimated $638.
Vanguard Financials ETF made up 0.02% of Peterson Wealth Services's portfolio in Q2 2026, its #151 holding.
Peterson Wealth Services first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Vanguard Financials ETF position peaked at $104K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.