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 Q2	$3.76M	Buy	28,535 +958	+3%	+$122K	1.49%	13
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 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

Tandem Wealth Advisors's VFH Position: Q2 2026 in Review

Tandem Wealth Advisors increased its Vanguard Financials ETF (VFH) stake by 3.5% in Q2 2026, buying an estimated $122K and bringing the position to 28,535 shares worth $3.76M. The position accounts for 1.49% of the portfolio, ranked #13.

Tandem Wealth Advisors first reported a position in VFH in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Tandem Wealth Advisors held 28,535 shares of Vanguard Financials ETF worth $3.76M as of Q2 2026.
Tandem Wealth Advisors bought 958 Vanguard Financials ETF shares in Q2 2026, an estimated $122K.
Vanguard Financials ETF made up 1.49% of Tandem Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Tandem Wealth Advisors first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Tandem Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.