Redwood Financial Network’s Vanguard Financials ETF VFH Stock Holding History

Redwood Financial Network’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 Q1	$230K	Sell	1,905 -1,205	-39%	-$154K	0.15%	150
2025 Q4	$415K	Sell	3,110 -540	-15%	-$70.1K	0.26%	108
2025 Q3	$479K	Sell	3,650 -148	-4%	-$19.2K	0.3%	100
2025 Q2	$483K	Sell	3,798 -17	-0.4%	-$2.03K	0.33%	94
2025 Q1	$456K	Sell	3,815 -239	-6%	-$29.1K	0.35%	89
2024 Q4	$479K	Sell	4,054 -1,568	-28%	-$185K	0.36%	86
2024 Q3	$618K	Buy	5,622 +187	+3%	+$19.8K	0.48%	59
2024 Q2	$543K	Buy	5,435 +784	+17%	+$78.3K	0.46%	72
2024 Q1	$476K	Buy	4,651 +1,038	+29%	+$99.6K	0.41%	79
2023 Q4	$333K	Buy	3,613 +23	+0.6%	+$1.93K	0.32%	99
2023 Q3	$288K	Sell	3,590 -1,975	-35%	-$165K	0.31%	105
2023 Q2	$452K	Hold	5,565	–	–	0.42%	81
2023 Q1	$433K	Buy	5,565 +240	+5%	+$20.3K	0.44%	77
2022 Q4	$441K	Buy	5,325 +23	+0.4%	+$1.9K	0.5%	67
2022 Q3	$395K	Sell	5,302 -125	-2%	-$10.2K	0.45%	76
2022 Q2	$419K	Sell	5,427 -158	-3%	-$13.3K	0.46%	74
2022 Q1	$522K	Buy	+5,585	New	+$535K	0.48%	70

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Redwood Financial Network's VFH Position: Q1 2026 in Review

Redwood Financial Network reduced its Vanguard Financials ETF (VFH) stake by 39% in Q1 2026, selling an estimated $154K and leaving 1,905 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #150.

Redwood Financial Network first reported a position in VFH in Q1 2022 and has held it in 17 quarters since. The position peaked at $618K in Q3 2024. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Redwood Financial Network held 1,905 shares of Vanguard Financials ETF worth $230K as of Q1 2026.
Redwood Financial Network sold 1,205 Vanguard Financials ETF shares in Q1 2026, an estimated $154K.
Vanguard Financials ETF made up 0.15% of Redwood Financial Network's portfolio in Q1 2026, its #150 holding.
Redwood Financial Network first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 17 quarters since.
Redwood Financial Network's Vanguard Financials ETF position peaked at $618K in Q3 2024.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.