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 Q2	$594K	Hold	4,513	–	–	0.04%	101
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 $1.55T 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

Petredis Investment Advisors's VFH Position: Q2 2026 in Review

Petredis Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 4,513 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #101.

Petredis Investment Advisors first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $602K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Petredis Investment Advisors held 4,513 shares of Vanguard Financials ETF worth $594K as of Q2 2026.
Petredis Investment Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.04% of Petredis Investment Advisors's portfolio in Q2 2026, its #101 holding.
Petredis Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
Petredis Investment Advisors's Vanguard Financials ETF position peaked at $602K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.