Planning Project LLC’s Vanguard Financials ETF VFH Stock Holding History

Planning Project LLC’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
2025 Q4	$126K	Buy	+947	New	+$123K	0.03%	41

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Planning Project LLC's VFH Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Financials ETF (VFH) in Q4 2025: 947 shares worth $126K. The stake represents 0.03% of the portfolio and ranks #41 among its holdings.

752 funds tracked by Wall St. Rank hold VFH as of Q4 2025.

Planning Project LLC held 947 shares of Vanguard Financials ETF worth $126K as of Q4 2025.
Vanguard Financials ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Financials ETF made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #41 holding.
752 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.