Retireful LLC’s Vanguard Financials ETF VFH Stock Holding History

Retireful LLC’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	–	Sell	-15,647	Closed	-$2.1M	–	121
2025 Q4	$2.1M	Sell	15,647 -904	-5%	-$117K	2.64%	5
2025 Q3	$2.17M	Buy	+16,551	New	+$2.14M	2.1%	10
2025 Q1	–	Sell	-24,707	Closed	-$2.92M	–	166
2024 Q4	$2.92M	Buy	+24,707	New	+$2.92M	1.64%	12

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retireful LLC's VFH Position: Q1 2026 in Review

Retireful LLC sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 15,647 shares — an estimated $2.1M sold.

Retireful LLC first reported a position in VFH in Q4 2024 and held it in 3 quarters. The position peaked at $2.92M in Q4 2024. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Retireful LLC reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
Retireful LLC sold 15,647 Vanguard Financials ETF shares in Q1 2026, an estimated $2.1M.
Retireful LLC first reported a position in Vanguard Financials ETF in Q4 2024 and held it in 3 quarters.
Retireful LLC's Vanguard Financials ETF position peaked at $2.92M in Q4 2024.
743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.