Quaker Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Quaker Wealth 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	$4.81M	Buy	36,583 +1,057	+3%	+$135K	1.4%	20
2026 Q1	$4.29M	Buy	35,526 +1,677	+5%	+$214K	1.34%	20
2025 Q4	$4.52M	Buy	33,849 +737	+2%	+$95.7K	1.43%	20
2025 Q3	$4.35M	Sell	33,112 -1,328	-4%	-$172K	1.41%	19
2025 Q2	$4.38M	Buy	+34,440	New	+$4.11M	1.47%	18
2024 Q3	$3.65M	Buy	+33,213	New	+$3.52M	1.34%	22
2024 Q1	$3.21M	Buy	+31,376	New	+$3.01M	1.3%	22
2022 Q3	–	Sell	-41,525	Closed	-$3.21M	–	48
2022 Q2	$3.21M	Sell	41,525 -1,855	-4%	-$157K	1.62%	14
2022 Q1	$4.05M	Buy	43,380 +985	+2%	+$94.3K	1.76%	16
2021 Q4	$4.09M	Buy	42,395 +2,794	+7%	+$272K	1.74%	16
2021 Q3	$3.67M	Buy	+39,601	New	+$3.65M	4.21%	8
2021 Q1	$1.26M	Buy	14,952 +3,410	+30%	+$272K	0.59%	22
2020 Q4	$841K	Buy	11,542 +1,641	+17%	+$108K	0.44%	24
2020 Q3	$579K	Buy	+9,901	New	+$589K	0.31%	28

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

Quaker Wealth Management's VFH Position: Q2 2026 in Review

Quaker Wealth Management increased its Vanguard Financials ETF (VFH) stake by 3% in Q2 2026, buying an estimated $135K and bringing the position to 36,583 shares worth $4.81M. The position accounts for 1.4% of the portfolio, ranked #20.

Quaker Wealth Management first reported a position in VFH in Q3 2020 and has held it in 14 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Quaker Wealth Management held 36,583 shares of Vanguard Financials ETF worth $4.81M as of Q2 2026.
Quaker Wealth Management bought 1,057 Vanguard Financials ETF shares in Q2 2026, an estimated $135K.
Vanguard Financials ETF made up 1.4% of Quaker Wealth Management's portfolio in Q2 2026, its #20 holding.
Quaker Wealth Management first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 14 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.