Premier Path Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Premier Path Wealth Partners’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	$789K	Sell	5,995 -69	-1%	-$8.8K	0.09%	196
2026 Q1	$733K	Sell	6,064 -279	-4%	-$35.6K	0.1%	202
2025 Q4	$847K	Sell	6,343 -44	-0.7%	-$5.71K	0.11%	176
2025 Q3	$838K	Sell	6,387 -4	-0.1%	-$518	0.11%	195
2025 Q2	$814K	Sell	6,391 -91	-1%	-$10.8K	0.11%	191
2025 Q1	$774K	Sell	6,482 -124	-2%	-$15.1K	0.12%	183
2024 Q4	$780K	Sell	6,606 -5	-0.1%	-$591	0.12%	179
2024 Q3	$727K	Sell	6,611 -32	-0.5%	-$3.39K	0.11%	186
2024 Q2	$664K	Sell	6,643 -1,135	-15%	-$113K	0.11%	185
2024 Q1	$796K	Sell	7,778 -4,188	-35%	-$402K	0.15%	157
2023 Q4	$1.1M	Buy	+11,966	New	+$1.01M	0.24%	103

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Premier Path Wealth Partners's VFH Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Vanguard Financials ETF (VFH) stake by 1.1% in Q2 2026, selling an estimated $8.8K and leaving 5,995 shares worth $789K. The position accounts for 0.09% of the portfolio, ranked #196.

Premier Path Wealth Partners first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2023. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Premier Path Wealth Partners held 5,995 shares of Vanguard Financials ETF worth $789K as of Q2 2026.
Premier Path Wealth Partners sold 69 Vanguard Financials ETF shares in Q2 2026, an estimated $8.8K.
Vanguard Financials ETF made up 0.09% of Premier Path Wealth Partners's portfolio in Q2 2026, its #196 holding.
Premier Path Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Vanguard Financials ETF position peaked at $1.1M in Q4 2023.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.