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Principal Securities’s Vanguard Financials ETF VFH Stock Holding History

Principal Securities’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 		$288K Sell
2,381
-7
-0.3% -$893 ﹤0.01% 1220
2025
Q4 		$319K Buy
2,388
+13
+0.5% +$1.69K ﹤0.01% 1123
2025
Q3 		$312K Sell
2,375
-35,002
-94% -$4.53M 0.01% 1110
2025
Q2 		$4.76M Sell
37,377
-70,554
-65% -$8.41M 0.09% 220
2025
Q1 		$12.7M Hold
107,931
– – 0.29% 68
2024
Q4 		$12.7M Buy
107,931
+1,759
+2% +$208K 0.29% 67
2024
Q3 		$11.7M Buy
106,172
+4,833
+5% +$512K 0.28% 66
2024
Q2 		$10.1M Buy
101,339
+2,188
+2% +$218K 0.28% 68
2024
Q1 		$10.2M Buy
99,151
+4,219
+4% +$405K 0.32% 66
2023
Q4 		$8.76M Buy
+94,932
New +$7.98M 0.33% 65

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