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

Petredis 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	$545K	Hold	4,513	–	–	0.04%	99
2025 Q4	$602K	Hold	4,513	–	–	0.05%	95
2025 Q3	$592K	Hold	4,513	–	–	0.05%	98
2025 Q2	$575K	Hold	4,513	–	–	0.05%	98
2025 Q1	$539K	Hold	4,513	–	–	0.06%	95
2024 Q4	$533K	Hold	4,513	–	–	0.06%	91
2024 Q3	$496K	Hold	4,513	–	–	0.05%	95
2024 Q2	$451K	Hold	4,513	–	–	0.05%	96
2024 Q1	$462K	Hold	4,513	–	–	0.06%	94
2023 Q4	$416K	Hold	4,513	–	–	0.05%	94
2023 Q3	$362K	Hold	4,513	–	–	0.05%	91
2023 Q2	$367K	Sell	4,513 -2,500	-36%	-$196K	0.05%	91
2023 Q1	$546K	Buy	7,013 +2,500	+55%	+$211K	0.09%	89
2022 Q4	$373K	Buy	+4,513	New	+$373K	0.07%	89

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

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

Petredis Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 4,513 shares worth $545K. The position accounts for 0.04% of the portfolio, ranked #99.

Petredis Investment Advisors first reported a position in VFH in Q4 2022 and has held it in 14 quarters since. The position peaked at $602K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Petredis Investment Advisors held 4,513 shares of Vanguard Financials ETF worth $545K as of Q1 2026.
Petredis Investment Advisors left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.04% of Petredis Investment Advisors's portfolio in Q1 2026, its #99 holding.
Petredis Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 14 quarters since.
Petredis Investment Advisors's Vanguard Financials ETF position peaked at $602K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Petredis Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.