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Tandem Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Tandem Wealth Advisors’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 		$3.33M Buy
27,577
+214
+0.8% +$27.3K 1.49% 11
2025
Q4 		$3.42M Buy
27,363
+2,043
+8% +$265K 1.53% 12
2025
Q3 		$3.32M Sell
25,320
-730
-3% -$94.5K 1.58% 13
2025
Q2 		$3.32M Buy
26,050
+757
+3% +$90.3K 1.64% 13
2025
Q1 		$3.02M Buy
+25,293
New +$3.08M 1.58% 14

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tandem Wealth Advisors's VFH Position: Q1 2026 in Review

Tandem Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 0.78% in Q1 2026, buying an estimated $27.3K and bringing the position to 27,577 shares worth $3.33M. The position accounts for 1.49% of the portfolio, ranked #11.

Tandem Wealth Advisors first reported a position in VFH in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.42M in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Tandem Wealth Advisors held 27,577 shares of Vanguard Financials ETF worth $3.33M as of Q1 2026.
  • Tandem Wealth Advisors bought 214 Vanguard Financials ETF shares in Q1 2026, an estimated $27.3K.
  • Vanguard Financials ETF made up 1.49% of Tandem Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Tandem Wealth Advisors first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 5 quarters since.
  • Tandem Wealth Advisors's Vanguard Financials ETF position peaked at $3.42M in Q4 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.