Pure Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Pure Financial Advisors’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	$874K	Sell	6,640 -56	-0.8%	-$7.14K	0.01%	264
2026 Q1	$809K	Hold	6,696	–	–	0.01%	245
2025 Q4	$894K	Buy	6,696 +159	+2%	+$20.7K	0.01%	229
2025 Q3	$858K	Hold	6,537	–	–	0.01%	230
2025 Q2	$832K	Buy	6,537 +1,276	+24%	+$152K	0.01%	222
2025 Q1	$629K	Buy	5,261 +1,275	+32%	+$155K	0.01%	215
2024 Q4	$471K	Buy	3,986 +208	+6%	+$24.6K	0.01%	223
2024 Q3	$415K	Buy	3,778 +80	+2%	+$8.48K	0.01%	233
2024 Q2	$369K	Sell	3,698 -230	-6%	-$23K	0.01%	233
2024 Q1	$402K	Hold	3,928	–	–	0.01%	222
2023 Q4	$362K	Sell	3,928 -38	-1%	-$3.19K	0.01%	227
2023 Q3	$319K	Buy	3,966 +378	+11%	+$31.6K	0.01%	213
2023 Q2	$291K	Buy	+3,588	New	+$282K	0.01%	214
2022 Q4	–	Sell	-3,496	Closed	-$260K	–	249
2022 Q3	$260K	Buy	+3,496	New	+$284K	0.02%	194
2019 Q1	–	Sell	-3,655	Closed	-$217K	–	150
2018 Q4	$217K	Buy	+3,655	New	+$237K	0.04%	138

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

Pure Financial Advisors's VFH Position: Q2 2026 in Review

Pure Financial Advisors reduced its Vanguard Financials ETF (VFH) stake by 0.84% in Q2 2026, selling an estimated $7.14K and leaving 6,640 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #264.

Pure Financial Advisors first reported a position in VFH in Q4 2018 and has held it in 15 quarters since. The position peaked at $894K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Pure Financial Advisors held 6,640 shares of Vanguard Financials ETF worth $874K as of Q2 2026.
Pure Financial Advisors sold 56 Vanguard Financials ETF shares in Q2 2026, an estimated $7.14K.
Vanguard Financials ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #264 holding.
Pure Financial Advisors first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 15 quarters since.
Pure Financial Advisors's Vanguard Financials ETF position peaked at $894K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.