QWM
VFH icon

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
2025
Q2 		– Sell
-33,144
Closed -$3.96M – 1687
2025
Q1 		$3.96M Buy
+33,144
New +$4.04M 1.4% 20

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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.