Ritter Daniher Financial Advisory’s Vanguard Financials ETF VFH Stock Holding History

Ritter Daniher Financial Advisory’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	$97.4K	Buy	740 +25	+3%	+$3.19K	0.01%	224
2026 Q1	$86.4K	Buy	715 +10	+1%	+$1.27K	0.01%	230
2025 Q4	$94.1K	Buy	+705	New	+$91.6K	0.02%	224

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

Ritter Daniher Financial Advisory's VFH Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Financials ETF (VFH) stake by 3.5% in Q2 2026, buying an estimated $3.19K and bringing the position to 740 shares worth $97.4K. The position accounts for 0.01% of the portfolio, ranked #224.

Ritter Daniher Financial Advisory first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Ritter Daniher Financial Advisory held 740 shares of Vanguard Financials ETF worth $97.4K as of Q2 2026.
Ritter Daniher Financial Advisory bought 25 Vanguard Financials ETF shares in Q2 2026, an estimated $3.19K.
Vanguard Financials ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #224 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.