Silver Oak Securities’s Vanguard Financials ETF VFH Stock Holding History

Silver Oak Securities’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	$202K	Buy	+1,535	New	+$196K	0.01%	743
2026 Q1	–	Sell	-4,235	Closed	-$570K	–	862
2025 Q4	$570K	Buy	4,235 +363	+9%	+$47.1K	0.04%	424
2025 Q3	$508K	Buy	3,872 +1,166	+43%	+$151K	0.04%	421
2025 Q2	$344K	Sell	2,706 -84	-3%	-$10K	0.03%	504
2025 Q1	$329K	Sell	2,790 -280	-9%	-$34.1K	0.03%	483
2024 Q4	$362K	Buy	3,070 +184	+6%	+$21.8K	0.03%	455
2024 Q3	$316K	Buy	2,886 +282	+11%	+$29.9K	0.03%	418
2024 Q2	$260K	Buy	2,604 +6	+0.2%	+$599	0.04%	316
2024 Q1	$266K	Sell	2,598 -246	-9%	-$23.6K	0.04%	315
2023 Q4	$262K	Buy	2,844 +115	+4%	+$9.66K	0.04%	404
2023 Q3	$219K	Buy	2,729 +8	+0.3%	+$669	0.05%	274
2023 Q2	$221K	Buy	+2,721	New	+$214K	0.04%	399
2022 Q4	–	Sell	-2,729	Closed	-$219K	–	483
2022 Q3	$219K	Buy	+2,729	New	+$222K	0.05%	274

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

Silver Oak Securities's VFH Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,535 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in VFH as recently as Q4 2025.

Silver Oak Securities first reported a position in VFH in Q3 2022 and has held it in 13 quarters since. The position peaked at $570K in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Silver Oak Securities held 1,535 shares of Vanguard Financials ETF worth $202K as of Q2 2026.
Vanguard Financials ETF was a new Silver Oak Securities position in Q2 2026.
Vanguard Financials ETF made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #743 holding.
Silver Oak Securities first reported a position in Vanguard Financials ETF in Q3 2022 and has held it in 13 quarters since.
Silver Oak Securities's Vanguard Financials ETF position peaked at $570K in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.