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Retirement Planning Group (Kansas)’s Vanguard Financials ETF VFH Stock Holding History

Retirement Planning Group (Kansas)’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 		$14.3M Buy
108,505
+101,689
+1,492% +$13M 0.36% 36
2026
Q1 		$823K Sell
6,816
-1,505
-18% -$192K 0.03% 228
2025
Q4 		$1.11M Buy
8,321
+679
+9% +$88.2K 0.04% 181
2025
Q3 		$1M Buy
7,642
+1,922
+34% +$249K 0.03% 186
2025
Q2 		$728K Sell
5,720
-397
-6% -$47.3K 0.03% 179
2025
Q1 		$731K Buy
6,117
+3,556
+139% +$433K 0.03% 165
2024
Q4 		$302K Buy
2,561
+89
+4% +$10.5K 0.02% 238
2024
Q3 		$272K Sell
2,472
-7,729
-76% -$819K 0.01% 239
2024
Q2 		$1.02M Buy
10,201
+27
+0.3% +$2.7K 0.06% 101
2024
Q1 		$1.04M Buy
10,174
+386
+4% +$37K 0.08% 96
2023
Q4 		$903K Sell
9,788
-8,087
-45% -$680K 0.08% 85
2023
Q3 		$1.44M Buy
17,875
+246
+1% +$20.6K 0.15% 48
2023
Q2 		$1.43M Buy
17,629
+8,987
+104% +$705K 0.14% 50
2023
Q1 		$673K Buy
8,642
+2
+0% +$169 0.07% 72
2022
Q4 		$715K Buy
+8,640
New +$714K 0.08% 70

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

Retirement Planning Group (Kansas)'s VFH Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Financials ETF (VFH) stake by 1,492% in Q2 2026, buying an estimated $13M and bringing the position to 108,505 shares worth $14.3M. The position accounts for 0.36% of the portfolio, ranked #36.

Retirement Planning Group (Kansas) first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Retirement Planning Group (Kansas) held 108,505 shares of Vanguard Financials ETF worth $14.3M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 101,689 Vanguard Financials ETF shares in Q2 2026, an estimated $13M.
  • Vanguard Financials ETF made up 0.36% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #36 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.