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Sharper & Granite’s Vanguard Financials ETF VFH Stock Holding History

Sharper & Granite’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 		$3.59M Buy
27,284
+945
+4% +$121K 1.11% 32
2026
Q1 		$3.18M Buy
26,339
+2,867
+12% +$366K 1.09% 34
2025
Q4 		$3.13M Buy
23,472
+1,459
+7% +$190K 1.1% 31
2025
Q3 		$2.89M Buy
22,013
+9,112
+71% +$1.18M 1.04% 31
2025
Q2 		$1.66M Sell
12,901
-125
-1% -$14.9K 0.63% 45
2025
Q1 		$1.56M Buy
13,026
+1,058
+9% +$129K 0.64% 47
2024
Q4 		$1.41M Sell
11,968
-757
-6% -$89.5K 0.62% 48
2024
Q3 		$1.4M Sell
12,725
-505
-4% -$53.5K 0.62% 49
2024
Q2 		$1.32M Sell
13,230
-450
-3% -$44.9K 0.63% 47
2024
Q1 		$1.38M Buy
13,680
+228
+2% +$21.9K 0.67% 47
2023
Q4 		$1.24M Sell
13,452
-670
-5% -$56.3K 0.64% 48
2023
Q3 		$1.13M Sell
14,122
-1,010
-7% -$84.4K 0.66% 46
2023
Q2 		$1.23M Sell
15,132
-1,635
-10% -$128K 0.71% 45
2023
Q1 		$1.31M Sell
16,767
-2,925
-15% -$247K 0.78% 41
2022
Q4 		$1.63M Buy
+19,692
New +$1.63M 1.08% 31

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

Sharper & Granite's VFH Position: Q2 2026 in Review

Sharper & Granite increased its Vanguard Financials ETF (VFH) stake by 3.6% in Q2 2026, buying an estimated $121K and bringing the position to 27,284 shares worth $3.59M. The position accounts for 1.11% of the portfolio, ranked #32.

Sharper & Granite first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Sharper & Granite held 27,284 shares of Vanguard Financials ETF worth $3.59M as of Q2 2026.
  • Sharper & Granite bought 945 Vanguard Financials ETF shares in Q2 2026, an estimated $121K.
  • Vanguard Financials ETF made up 1.11% of Sharper & Granite's portfolio in Q2 2026, its #32 holding.
  • Sharper & Granite first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.