PAI
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Pittenger & Anderson Inc’s Vanguard Financials ETF VFH Stock Holding History

Pittenger & Anderson Inc’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 		$28.1K Hold
233
– – ﹤0.01% 348
2025
Q4 		$31.1K Hold
233
– – ﹤0.01% 336
2025
Q3 		$30.6K Hold
233
– – ﹤0.01% 322
2025
Q2 		$29.7K Hold
233
– – ﹤0.01% 312
2025
Q1 		$27.8K Hold
233
– – ﹤0.01% 309
2024
Q4 		$27.5K Hold
233
– – ﹤0.01% 318
2024
Q3 		$25.6K Hold
233
– – ﹤0.01% 327
2024
Q2 		$23.3K Hold
233
– – ﹤0.01% 326
2024
Q1 		$23.9K Buy
+233
New +$22.4K ﹤0.01% 327
2015
Q1 		– Sell
-150
Closed -$7K – 428
2014
Q4 		$7K Hold
150
– – ﹤0.01% 388
2014
Q3 		$7K Sell
150
-200
-57% -$9.32K ﹤0.01% 361
2014
Q2 		$16K Buy
+350
New +$15.8K ﹤0.01% 347

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return