Pin Oak Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Pin Oak 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	$26K	Hold	200	–	–	0.02%	285
2026 Q1	$24K	Hold	200	–	–	0.02%	285
2025 Q4	$27K	Hold	200	–	–	0.02%	279
2025 Q3	$26.2K	Hold	200	–	–	0.02%	279
2025 Q2	$23K	Hold	200	–	–	0.02%	268
2025 Q1	$24K	Hold	200	–	–	0.02%	253
2024 Q4	$22K	Hold	200	–	–	0.02%	263
2024 Q3	$21K	Hold	200	–	–	0.02%	270
2024 Q2	$20K	Hold	200	–	–	0.02%	265
2024 Q1	$20K	Hold	200	–	–	0.02%	265
2023 Q4	$18K	Hold	200	–	–	0.02%	279
2023 Q3	$16K	Hold	200	–	–	0.02%	279
2023 Q2	$16K	Hold	200	–	–	0.02%	274
2023 Q1	$16K	Hold	200	–	–	0.02%	265
2022 Q4	$17K	Hold	200	–	–	0.02%	246
2022 Q3	$15K	Hold	200	–	–	0.02%	244
2022 Q2	$15K	Hold	200	–	–	0.02%	269
2022 Q1	$19K	Hold	200	–	–	0.02%	267
2021 Q4	$19K	Hold	200	–	–	0.02%	266
2021 Q3	$19K	Hold	200	–	–	0.02%	258
2021 Q2	$18K	Hold	200	–	–	0.02%	253
2021 Q1	$17K	Hold	200	–	–	0.01%	267
2020 Q4	$15K	Hold	200	–	–	0.01%	299
2020 Q3	$12K	Hold	200	–	–	0.01%	292
2020 Q2	$11K	Hold	200	–	–	0.01%	289
2020 Q1	$10K	Hold	200	–	–	0.01%	300
2019 Q4	$15K	Hold	200	–	–	0.01%	286
2019 Q3	$14K	Hold	200	–	–	0.01%	293
2019 Q2	$14K	Hold	200	–	–	0.01%	312
2019 Q1	$13K	Hold	200	–	–	0.01%	308
2018 Q4	$12K	Hold	200	–	–	0.01%	305
2018 Q3	$14K	Hold	200	–	–	0.01%	290
2018 Q2	$13K	Hold	200	–	–	0.01%	303
2018 Q1	$14K	Hold	200	–	–	0.01%	299
2017 Q4	$14K	Buy	+200	New	+$13.6K	0.01%	312

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

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

Pin Oak Investment Advisors's VFH Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 200 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #285.

Pin Oak Investment Advisors first reported a position in VFH in Q4 2017 and has held it in 35 quarters since. The position peaked at $27K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Pin Oak Investment Advisors held 200 shares of Vanguard Financials ETF worth $26K as of Q2 2026.
Pin Oak Investment Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #285 holding.
Pin Oak Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 35 quarters since.
Pin Oak Investment Advisors's Vanguard Financials ETF position peaked at $27K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.