SJS Investment Consulting’s Vanguard Financials ETF VFH Stock Holding History

SJS Investment Consulting’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	$7.9K	Hold	60	–	–	﹤0.01%	1185
2026 Q1	$7.25K	Hold	60	–	–	﹤0.01%	939
2025 Q4	$8.01K	Hold	60	–	–	﹤0.01%	836
2025 Q3	$7.88K	Hold	60	–	–	﹤0.01%	647
2025 Q2	$7.64K	Hold	60	–	–	﹤0.01%	361
2025 Q1	$7.17K	Hold	60	–	–	﹤0.01%	395
2024 Q4	$7.08K	Hold	60	–	–	﹤0.01%	386
2024 Q3	$6.59K	Hold	60	–	–	﹤0.01%	432
2024 Q2	$5.99K	Hold	60	–	–	﹤0.01%	413
2024 Q1	$6.14K	Hold	60	–	–	﹤0.01%	426
2023 Q4	$5.54K	Hold	60	–	–	﹤0.01%	373
2023 Q3	$4.82K	Hold	60	–	–	﹤0.01%	380
2023 Q2	$4.88K	Hold	60	–	–	﹤0.01%	362
2023 Q1	$4.67K	Hold	60	–	–	﹤0.01%	374
2022 Q4	$4.96K	Hold	60	–	–	﹤0.01%	361
2022 Q3	$4K	Buy	+60	New	+$4.88K	﹤0.01%	364
2022 Q1	$11K	Buy	120 +60	+100%	+$5.75K	﹤0.01%	383
2021 Q4	$6K	Buy	+60	New	+$5.85K	﹤0.01%	419

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

SJS Investment Consulting's VFH Position: Q2 2026 in Review

SJS Investment Consulting held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 60 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

SJS Investment Consulting first reported a position in VFH in Q4 2021 and has held it in 18 quarters since. The position peaked at $11K in Q1 2022. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

SJS Investment Consulting held 60 shares of Vanguard Financials ETF worth $7.9K as of Q2 2026.
SJS Investment Consulting left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1185 holding.
SJS Investment Consulting first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's Vanguard Financials ETF position peaked at $11K in Q1 2022.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.