Strategic Investment Solutions’s Vanguard Financials ETF VFH Stock Holding History

Strategic Investment Solutions’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	$854K	Buy	6,490 +1,833	+39%	+$234K	0.2%	75
2026 Q1	$563K	Buy	4,657 +34	+0.7%	+$4.34K	0.14%	93
2025 Q4	$617K	Sell	4,623 -2,876	-38%	-$374K	0.15%	83
2025 Q3	$984K	Sell	7,499 -1,090	-13%	-$141K	0.26%	64
2025 Q2	$1.09M	Buy	+8,589	New	+$1.02M	0.33%	59

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

Strategic Investment Solutions's VFH Position: Q2 2026 in Review

Strategic Investment Solutions increased its Vanguard Financials ETF (VFH) stake by 39% in Q2 2026, buying an estimated $234K and bringing the position to 6,490 shares worth $854K. The position accounts for 0.2% of the portfolio, ranked #75.

Strategic Investment Solutions first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Strategic Investment Solutions held 6,490 shares of Vanguard Financials ETF worth $854K as of Q2 2026.
Strategic Investment Solutions bought 1,833 Vanguard Financials ETF shares in Q2 2026, an estimated $234K.
Vanguard Financials ETF made up 0.2% of Strategic Investment Solutions's portfolio in Q2 2026, its #75 holding.
Strategic Investment Solutions first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Investment Solutions's Vanguard Financials ETF position peaked at $1.09M in Q2 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.