Terra Nova Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Terra Nova Asset Management’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	$1.95M	Sell	16,118 -336	-2%	-$42.8K	1.44%	29
2025 Q4	$2.2M	Buy	16,454 +227	+1%	+$29.5K	1.45%	31
2025 Q3	$2.13M	Buy	16,227 +44	+0.3%	+$5.7K	1.34%	32
2025 Q2	$2.06M	Sell	16,183 -68	-0.4%	-$8.11K	1.44%	30
2025 Q1	$1.94M	Sell	16,251 -11	-0.1%	-$1.34K	1.53%	31
2024 Q4	$1.92M	Buy	16,262 +79	+0.5%	+$9.34K	1.46%	31
2024 Q3	$1.78M	Sell	16,183 -1,180	-7%	-$125K	1.32%	35
2024 Q2	$1.73M	Buy	17,363 +65	+0.4%	+$6.49K	1.37%	33
2024 Q1	$1.77M	Buy	17,298 +305	+2%	+$29.3K	1.41%	34
2023 Q4	$1.57M	Buy	16,993 +1,916	+13%	+$161K	1.37%	36
2023 Q3	$1.22M	Hold	15,077	–	–	1.12%	41
2023 Q2	$1.22M	Buy	15,077 +532	+4%	+$41.8K	1.12%	41
2023 Q1	$1.13M	Buy	+14,545	New	+$1.23M	1.11%	43

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Terra Nova Asset Management's VFH Position: Q1 2026 in Review

Terra Nova Asset Management reduced its Vanguard Financials ETF (VFH) stake by 2% in Q1 2026, selling an estimated $42.8K and leaving 16,118 shares worth $1.95M. The position accounts for 1.44% of the portfolio, ranked #29.

Terra Nova Asset Management first reported a position in VFH in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.2M in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Terra Nova Asset Management held 16,118 shares of Vanguard Financials ETF worth $1.95M as of Q1 2026.
Terra Nova Asset Management sold 336 Vanguard Financials ETF shares in Q1 2026, an estimated $42.8K.
Vanguard Financials ETF made up 1.44% of Terra Nova Asset Management's portfolio in Q1 2026, its #29 holding.
Terra Nova Asset Management first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 13 quarters since.
Terra Nova Asset Management's Vanguard Financials ETF position peaked at $2.2M in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.