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Tidemark’s Vanguard Financials ETF VFH Stock Holding History

Tidemark’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 		$22.3K Buy
169
+44
+35% +$5.61K 0.01% 398
2026
Q1 		$15.1K Buy
125
+10
+9% +$1.27K ﹤0.01% 413
2025
Q4 		$15.4K Hold
115
– – ﹤0.01% 386
2025
Q3 		$15.1K Hold
115
– – ﹤0.01% 407
2025
Q2 		$14.6K Buy
115
+18
+19% +$2.15K ﹤0.01% 404
2025
Q1 		$11.6K Hold
97
– – ﹤0.01% 419
2024
Q4 		$11.5K Buy
+97
New +$11.5K ﹤0.01% 426

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

Tidemark's VFH Position: Q2 2026 in Review

Tidemark increased its Vanguard Financials ETF (VFH) stake by 35% in Q2 2026, buying an estimated $5.61K and bringing the position to 169 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #398.

Tidemark first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Tidemark held 169 shares of Vanguard Financials ETF worth $22.3K as of Q2 2026.
  • Tidemark bought 44 Vanguard Financials ETF shares in Q2 2026, an estimated $5.61K.
  • Vanguard Financials ETF made up 0.01% of Tidemark's portfolio in Q2 2026, its #398 holding.
  • Tidemark first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.