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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
Q2 		$1.14M Sell
8,678
-52
-0.6% -$6.63K 0.61% 46
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 $1.55T 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

Tranquilli Financial Advisor's VFH Position: Q2 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Financials ETF (VFH) stake by 0.6% in Q2 2026, selling an estimated $6.63K and leaving 8,678 shares worth $1.14M. The position accounts for 0.61% of the portfolio, ranked #46.

Tranquilli Financial Advisor first reported a position in VFH in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.79M in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Tranquilli Financial Advisor held 8,678 shares of Vanguard Financials ETF worth $1.14M as of Q2 2026.
  • Tranquilli Financial Advisor sold 52 Vanguard Financials ETF shares in Q2 2026, an estimated $6.63K.
  • Vanguard Financials ETF made up 0.61% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #46 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 19 quarters since.
  • Tranquilli Financial Advisor's Vanguard Financials ETF position peaked at $5.79M in Q1 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.