Richmond Brothers’s Vanguard Financials ETF VFH Stock Holding History

Richmond Brothers’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	$2.85M	Sell	21,641 -29,491	-58%	-$3.76M	1.48%	17
2026 Q1	$6.18M	Sell	51,132 -751	-1%	-$95.8K	4.11%	10
2025 Q4	$6.93M	Sell	51,883 -4,632	-8%	-$602K	4.41%	5
2025 Q3	$7.42M	Sell	56,515 -1,199	-2%	-$155K	4.68%	9
2025 Q2	$7.35M	Sell	57,714 -10,820	-16%	-$1.29M	4.81%	6
2025 Q1	$8.19M	Buy	68,534 +1,503	+2%	+$183K	5.18%	6
2024 Q4	$7.91M	Buy	67,031 +3,290	+5%	+$389K	5.07%	5
2024 Q3	$7.01M	Buy	+63,741	New	+$6.76M	4.32%	6

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richmond Brothers's VFH Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Financials ETF (VFH) stake by 58% in Q2 2026, selling an estimated $3.76M and leaving 21,641 shares worth $2.85M. The position accounts for 1.48% of the portfolio, ranked #17.

Richmond Brothers first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.19M in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Richmond Brothers held 21,641 shares of Vanguard Financials ETF worth $2.85M as of Q2 2026.
Richmond Brothers sold 29,491 Vanguard Financials ETF shares in Q2 2026, an estimated $3.76M.
Vanguard Financials ETF made up 1.48% of Richmond Brothers's portfolio in Q2 2026, its #17 holding.
Richmond Brothers first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Financials ETF position peaked at $8.19M in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.