Princeton Global Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Princeton Global Asset Management’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	$14.7K	Buy	112 +1	+0.9%	+$128	﹤0.01%	535
2026 Q1	$13.4K	Hold	111	–	–	﹤0.01%	541
2025 Q4	$14.8K	Buy	111 +1	+0.9%	+$130	﹤0.01%	527
2025 Q3	$14.4K	Buy	+110	New	+$14.2K	﹤0.01%	488
2025 Q2	–	Sell	-50	Closed	-$5.97K	–	773
2025 Q1	$5.97K	Hold	50	–	–	﹤0.01%	489
2024 Q4	$5.9K	Hold	50	–	–	﹤0.01%	530
2024 Q3	$5.5K	Sell	50 -22	-31%	-$2.33K	﹤0.01%	541
2024 Q2	$7.19K	Buy	72 +50	+227%	+$4.99K	﹤0.01%	496
2024 Q1	$2.25K	Sell	22 -377	-94%	-$36.2K	﹤0.01%	532
2023 Q4	$36.8K	Hold	399	–	–	0.01%	296
2023 Q3	$32K	Hold	399	–	–	0.01%	289
2023 Q2	$32.4K	Hold	399	–	–	0.01%	294
2023 Q1	$31.1K	Hold	399	–	–	0.01%	302
2022 Q4	$33K	Hold	399	–	–	0.01%	276
2022 Q3	$30K	Hold	399	–	–	0.01%	282
2022 Q2	$31K	Hold	399	–	–	0.01%	292
2022 Q1	$37K	Hold	399	–	–	0.01%	294
2021 Q4	$39K	Hold	399	–	–	0.01%	279
2021 Q3	$37K	Hold	399	–	–	0.01%	282
2021 Q2	$36K	Buy	399 +377	+1,714%	+$34.1K	0.01%	276
2021 Q1	$2K	Buy	+22	New	+$1.75K	﹤0.01%	462

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

Princeton Global Asset Management's VFH Position: Q2 2026 in Review

Princeton Global Asset Management increased its Vanguard Financials ETF (VFH) stake by 0.9% in Q2 2026, buying an estimated $128 and bringing the position to 112 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Princeton Global Asset Management first reported a position in VFH in Q1 2021 and has held it in 21 quarters since. The position peaked at $39K in Q4 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Princeton Global Asset Management held 112 shares of Vanguard Financials ETF worth $14.7K as of Q2 2026.
Princeton Global Asset Management bought 1 Vanguard Financials ETF share in Q2 2026, an estimated $128.
Vanguard Financials ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #535 holding.
Princeton Global Asset Management first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 21 quarters since.
Princeton Global Asset Management's Vanguard Financials ETF position peaked at $39K in Q4 2021.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.