Planning Strategies’s Vanguard Financials ETF VFH Stock Holding History

Planning Strategies’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	$325K	Buy	+2,473	New	+$316K	0.2%	52

Other funds holding VFH

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Planning Strategies's VFH Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 2,473 shares worth $325K. The stake represents 0.2% of the portfolio and ranks #52 among its holdings.

732 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Planning Strategies held 2,473 shares of Vanguard Financials ETF worth $325K as of Q2 2026.
Vanguard Financials ETF was a new Planning Strategies position in Q2 2026.
Vanguard Financials ETF made up 0.2% of Planning Strategies's portfolio in Q2 2026, its #52 holding.
732 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.