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Stillwater Wealth Management Group’s Vanguard Financials ETF VFH Stock Holding History

Stillwater Wealth Management Group’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 		$384K Hold
3,175
– – 0.24% 61
2025
Q4 		$424K Hold
3,175
– – 0.29% 52
2025
Q3 		$417K Buy
+3,175
New +$411K 0.29% 52
2025
Q1 		$379K Sell
3,175
-124
-4% -$15.1K 0.33% 54
2024
Q4 		$390K Buy
+3,299
New +$390K 0.35% 52

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stillwater Wealth Management Group's VFH Position: Q1 2026 in Review

Stillwater Wealth Management Group held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 3,175 shares worth $384K. The position accounts for 0.24% of the portfolio, ranked #61.

Stillwater Wealth Management Group first reported a position in VFH in Q4 2024 and has held it in 5 quarters since. The position peaked at $424K in Q4 2025. 744 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Stillwater Wealth Management Group held 3,175 shares of Vanguard Financials ETF worth $384K as of Q1 2026.
  • Stillwater Wealth Management Group left its Vanguard Financials ETF share count unchanged in Q1 2026.
  • Vanguard Financials ETF made up 0.24% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #61 holding.
  • Stillwater Wealth Management Group first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Vanguard Financials ETF position peaked at $424K in Q4 2025.
  • 744 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.