Shepherd Financial Partners’s Vanguard Financials ETF VFH Stock Holding History

Shepherd Financial Partners’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	$235K	Hold	1,787	–	–	0.02%	236
2026 Q1	$216K	Hold	1,787	–	–	0.02%	228
2025 Q4	$239K	Hold	1,787	–	–	0.02%	219
2025 Q3	$235K	Hold	1,787	–	–	0.02%	225
2025 Q2	$227K	Hold	1,787	–	–	0.02%	228
2025 Q1	$213K	Buy	+1,787	New	+$218K	0.03%	225

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

Shepherd Financial Partners's VFH Position: Q2 2026 in Review

Shepherd Financial Partners held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,787 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #236.

Shepherd Financial Partners first reported a position in VFH in Q1 2025 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Shepherd Financial Partners held 1,787 shares of Vanguard Financials ETF worth $235K as of Q2 2026.
Shepherd Financial Partners left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #236 holding.
Shepherd Financial Partners first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 6 quarters since.
Shepherd Financial Partners's Vanguard Financials ETF position peaked at $239K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.