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Richmond Investment Services’s Vanguard Financials ETF VFH Stock Holding History

Richmond Investment Services’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
-1,566
Closed -$209K – 271
2025
Q4 		$209K Buy
+1,566
New +$203K 0.04% 225

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UBS Group
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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 $445B AUM 25.58% 1-Year Est. Return

Richmond Investment Services's VFH Position: Q1 2026 in Review

Richmond Investment Services sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 1,566 shares — an estimated $209K sold.

Richmond Investment Services first reported a position in VFH in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 743 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Richmond Investment Services reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,566 Vanguard Financials ETF shares in Q1 2026, an estimated $209K.
  • Richmond Investment Services first reported a position in Vanguard Financials ETF in Q4 2025 and held it in 1 quarter.
  • Richmond Investment Services's Vanguard Financials ETF position peaked at $209K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.