Progressive Investment Management’s Vanguard Financials ETF VFH Stock Holding History

Progressive Investment 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	$171K	Hold	1,300	–	–	0.04%	53
2026 Q1	$157K	Hold	1,300	–	–	0.04%	56
2025 Q4	$174K	Hold	1,300	–	–	0.04%	51
2025 Q3	$171K	Hold	1,300	–	–	0.04%	51
2025 Q2	$165K	Hold	1,300	–	–	0.04%	52
2025 Q1	$155K	Hold	1,300	–	–	0.04%	53
2024 Q4	$153K	Hold	1,300	–	–	0.04%	53
2024 Q3	$143K	Hold	1,300	–	–	0.04%	55
2024 Q2	$130K	Hold	1,300	–	–	0.03%	55
2024 Q1	$133K	Hold	1,300	–	–	0.04%	54
2023 Q4	$120K	Hold	1,300	–	–	0.03%	54
2023 Q3	$104K	Hold	1,300	–	–	0.03%	55
2023 Q2	$106K	Hold	1,300	–	–	0.03%	55
2023 Q1	$101K	Hold	1,300	–	–	0.03%	61
2022 Q4	$108K	Buy	+1,300	New	+$107K	0.04%	56

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

Progressive Investment Management's VFH Position: Q2 2026 in Review

Progressive Investment Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,300 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #53.

Progressive Investment Management first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. The position peaked at $174K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Progressive Investment Management held 1,300 shares of Vanguard Financials ETF worth $171K as of Q2 2026.
Progressive Investment Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.04% of Progressive Investment Management's portfolio in Q2 2026, its #53 holding.
Progressive Investment Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
Progressive Investment Management's Vanguard Financials ETF position peaked at $174K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.