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 $1.37T 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $432B 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 $377B AUM 19.32% 1-Year Est. Return

Quaker Wealth Management's VFH Position: Q1 2026 in Review

Quaker Wealth Management increased its Vanguard Financials ETF (VFH) stake by 5% in Q1 2026, buying an estimated $214K and bringing the position to 35,526 shares worth $4.29M. The position accounts for 1.34% of the portfolio, ranked #20.

Quaker Wealth Management first reported a position in VFH in Q3 2020 and has held it in 13 quarters since. The position peaked at $4.52M in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Quaker Wealth Management held 35,526 shares of Vanguard Financials ETF worth $4.29M as of Q1 2026.
  • Quaker Wealth Management bought 1,677 Vanguard Financials ETF shares in Q1 2026, an estimated $214K.
  • Vanguard Financials ETF made up 1.34% of Quaker Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Quaker Wealth Management first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 13 quarters since.
  • Quaker Wealth Management's Vanguard Financials ETF position peaked at $4.52M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.