Spirepoint Private Client’s Vanguard Financials ETF VFH Stock Holding History

Spirepoint Private Client’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	$280K	Hold	2,127	–	–	0.02%	278
2026 Q1	$257K	Hold	2,127	–	–	0.02%	275
2025 Q4	$284K	Hold	2,127	–	–	0.03%	250
2025 Q3	$279K	Hold	2,127	–	–	0.03%	226
2025 Q2	$271K	Hold	2,127	–	–	0.03%	200
2025 Q1	$254K	Hold	2,127	–	–	0.03%	184
2024 Q4	$251K	Buy	+2,127	New	+$252K	0.03%	188

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

Spirepoint Private Client's VFH Position: Q2 2026 in Review

Spirepoint Private Client held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,127 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #278.

Spirepoint Private Client first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $284K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Spirepoint Private Client held 2,127 shares of Vanguard Financials ETF worth $280K as of Q2 2026.
Spirepoint Private Client left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.02% of Spirepoint Private Client's portfolio in Q2 2026, its #278 holding.
Spirepoint Private Client first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Spirepoint Private Client's Vanguard Financials ETF position peaked at $284K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.