PFG Investments’s Vanguard Financials ETF VFH Stock Holding History

PFG Investments’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	$202K	Buy	+1,535	New	+$196K	0.01%	1174
2026 Q1	–	Sell	-1,770	Closed	-$236K	–	1259
2025 Q4	$236K	Buy	1,770 +44	+3%	+$5.71K	0.01%	932
2025 Q3	$227K	Buy	+1,726	New	+$224K	0.01%	914
2024 Q3	–	Sell	-2,044	Closed	-$204K	–	1061
2024 Q2	$204K	Sell	2,044 -2,569	-56%	-$256K	0.01%	812
2024 Q1	$472K	Buy	+4,613	New	+$443K	0.03%	554

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

PFG Investments's VFH Position: Q2 2026 in Review

PFG Investments opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,535 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: PFG Investments previously reported a position in VFH as recently as Q4 2025.

PFG Investments first reported a position in VFH in Q1 2024 and has held it in 5 quarters since. The position peaked at $472K in Q1 2024. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

PFG Investments held 1,535 shares of Vanguard Financials ETF worth $202K as of Q2 2026.
Vanguard Financials ETF was a new PFG Investments position in Q2 2026.
Vanguard Financials ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1174 holding.
PFG Investments first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 5 quarters since.
PFG Investments's Vanguard Financials ETF position peaked at $472K in Q1 2024.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.