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Tranquilli Financial Advisor’s Vanguard Financials ETF VFH Stock Holding History

Tranquilli Financial Advisor’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 		$1.05M Sell
8,730
-18,625
-68% -$2.38M 0.62% 44
2025
Q4 		$3.65M Sell
27,355
-872
-3% -$113K 2.12% 14
2025
Q3 		$3.7M Sell
28,227
-2,548
-8% -$330K 2.19% 13
2025
Q2 		$3.92M Sell
30,775
-17,715
-37% -$2.11M 2.43% 10
2025
Q1 		$5.79M Buy
48,490
+301
+0.6% +$36.7K 3.67% 4
2024
Q4 		$5.69M Sell
48,189
-136
-0.3% -$16.1K 3.6% 4
2024
Q3 		$5.31M Buy
48,325
+425
+0.9% +$45K 3.33% 8
2024
Q2 		$4.79M Sell
47,900
-1,173
-2% -$117K 3.21% 7
2024
Q1 		$5.02M Buy
49,073
+27,915
+132% +$2.68M 3.35% 8
2023
Q4 		$1.95M Sell
21,158
-44,720
-68% -$3.76M 1.38% 17
2023
Q3 		$5.29M Buy
+65,878
New +$5.51M 3.82% 4
2023
Q1 		– Sell
-17,711
Closed -$1.47M – 93
2022
Q4 		$1.47M Buy
+17,711
New +$1.46M 1.11% 15
2022
Q2 		– Sell
-39,272
Closed -$3.67M – 82
2022
Q1 		$3.67M Sell
39,272
-17,343
-31% -$1.66M 2.61% 12
2021
Q4 		$5.47M Buy
56,615
+1,881
+3% +$183K 3.83% 5
2021
Q3 		$5.07M Buy
54,734
+982
+2% +$90.6K 3.8% 7
2021
Q2 		$4.86M Buy
53,752
+481
+0.9% +$43.5K 3.65% 5
2021
Q1 		$4.5M Sell
53,271
-1,120
-2% -$89.3K 3.63% 4
2020
Q4 		$3.96M Buy
+54,391
New +$3.59M 3.6% 6

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

Tranquilli Financial Advisor's VFH Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Financials ETF (VFH) stake by 68% in Q1 2026, selling an estimated $2.38M and leaving 8,730 shares worth $1.05M. The position accounts for 0.62% of the portfolio, ranked #44.

Tranquilli Financial Advisor first reported a position in VFH in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.79M in Q1 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Tranquilli Financial Advisor held 8,730 shares of Vanguard Financials ETF worth $1.05M as of Q1 2026.
  • Tranquilli Financial Advisor sold 18,625 Vanguard Financials ETF shares in Q1 2026, an estimated $2.38M.
  • Vanguard Financials ETF made up 0.62% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #44 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 18 quarters since.
  • Tranquilli Financial Advisor's Vanguard Financials ETF position peaked at $5.79M in Q1 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.