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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
Q2 		$2.1M Sell
15,925
-193
-1% -$24.6K 1.28% 32
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Terra Nova Asset Management's VFH Position: Q2 2026 in Review

Terra Nova Asset Management reduced its Vanguard Financials ETF (VFH) stake by 1.2% in Q2 2026, selling an estimated $24.6K and leaving 15,925 shares worth $2.1M. The position accounts for 1.28% of the portfolio, ranked #32.

Terra Nova Asset Management first reported a position in VFH in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.2M in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Terra Nova Asset Management held 15,925 shares of Vanguard Financials ETF worth $2.1M as of Q2 2026.
  • Terra Nova Asset Management sold 193 Vanguard Financials ETF shares in Q2 2026, an estimated $24.6K.
  • Vanguard Financials ETF made up 1.28% of Terra Nova Asset Management's portfolio in Q2 2026, its #32 holding.
  • Terra Nova Asset Management first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 14 quarters since.
  • Terra Nova Asset Management's Vanguard Financials ETF position peaked at $2.2M in Q4 2025.
  • 761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Terra Nova Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.