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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return

Shepherd Financial Partners's VFH Position: Q1 2026 in Review

Shepherd Financial Partners held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 1,787 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #228.

Shepherd Financial Partners first reported a position in VFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Shepherd Financial Partners held 1,787 shares of Vanguard Financials ETF worth $216K as of Q1 2026.
  • Shepherd Financial Partners left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #228 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 5 quarters since.
  • Shepherd Financial Partners's Vanguard Financials ETF position peaked at $239K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.