Stonebridge Financial Planning Group’s Vanguard Financials ETF VFH Stock Holding History

Stonebridge Financial Planning 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 Q2	$470K	Sell	3,570 -4,372	-55%	-$558K	0.15%	129
2026 Q1	$960K	Sell	7,942 -90	-1%	-$11.5K	0.35%	87
2025 Q4	$1.07M	Buy	8,032 +3,336	+71%	+$433K	0.39%	79
2025 Q3	$616K	Buy	4,696 +2,862	+156%	+$371K	0.23%	109
2025 Q2	$234K	Sell	1,834 -150	-8%	-$17.9K	0.1%	155
2025 Q1	$237K	Buy	+1,984	New	+$242K	0.11%	151
2023 Q2	–	Sell	-2,776	Closed	-$216K	–	135
2023 Q1	$216K	Buy	+2,776	New	+$235K	0.14%	118
2022 Q1	–	Sell	-1,490	Closed	-$141K	–	353
2021 Q4	$141K	Buy	1,490 +660	+80%	+$64.3K	0.07%	137
2021 Q3	$84K	Buy	830 +250	+43%	+$23.1K	0.04%	183
2021 Q2	$53K	Buy	580 +280	+93%	+$25.3K	0.03%	207
2021 Q1	$26K	Buy	300 +100	+50%	+$7.97K	0.02%	281
2020 Q4	$15K	Hold	200	–	–	0.01%	298
2020 Q3	$12K	Sell	200 -550	-73%	-$32.7K	0.01%	308
2020 Q2	$42K	Sell	750 -100	-12%	-$5.56K	0.04%	196
2020 Q1	$46K	Hold	850	–	–	0.05%	178
2019 Q4	$65K	Buy	+850	New	+$62K	0.06%	159

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

Stonebridge Financial Planning Group's VFH Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its Vanguard Financials ETF (VFH) stake by 55% in Q2 2026, selling an estimated $558K and leaving 3,570 shares worth $470K. The position accounts for 0.15% of the portfolio, ranked #129.

Stonebridge Financial Planning Group first reported a position in VFH in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Stonebridge Financial Planning Group held 3,570 shares of Vanguard Financials ETF worth $470K as of Q2 2026.
Stonebridge Financial Planning Group sold 4,372 Vanguard Financials ETF shares in Q2 2026, an estimated $558K.
Vanguard Financials ETF made up 0.15% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #129 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 16 quarters since.
Stonebridge Financial Planning Group's Vanguard Financials ETF position peaked at $1.07M in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.