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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return