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Phillips Financial Management’s Vanguard Financials ETF VFH Stock Holding History

Phillips Financial Management’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 		– Sell
-379
Closed -$45.8K – 306
2026
Q1 		$45.8K Hold
379
– – ﹤0.01% 237
2025
Q4 		$50.6K Hold
379
– – ﹤0.01% 247
2025
Q3 		$49.7K Sell
379
-24
-6% -$3.11K ﹤0.01% 254
2025
Q2 		$51.3K Hold
403
– – ﹤0.01% 218
2025
Q1 		$48.1K Buy
+403
New +$49.1K ﹤0.01% 216

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Phillips Financial Management's VFH Position: Q2 2026 in Review

Phillips Financial Management sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 379 shares — an estimated $45.8K sold.

Phillips Financial Management first reported a position in VFH in Q1 2025 and held it in 5 quarters. The position peaked at $51.3K in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Phillips Financial Management reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 379 Vanguard Financials ETF shares in Q2 2026, an estimated $45.8K.
  • Phillips Financial Management first reported a position in Vanguard Financials ETF in Q1 2025 and held it in 5 quarters.
  • Phillips Financial Management's Vanguard Financials ETF position peaked at $51.3K in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.