tru Independence’s Vanguard Financials ETF VFH Stock Holding History

tru Independence’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	$486K	Buy	3,689 +19	+0.5%	+$2.42K	0.21%	54
2026 Q1	$443K	Sell	3,670 -15	-0.4%	-$1.91K	0.22%	55
2025 Q4	$492K	Buy	3,685 +15	+0.4%	+$1.95K	0.12%	84
2025 Q3	$482K	Hold	3,670	–	–	0.13%	87
2025 Q2	$467K	Buy	3,670 +13	+0.4%	+$1.55K	0.14%	85
2025 Q1	$437K	Buy	3,657 +15	+0.4%	+$1.83K	0.14%	80
2024 Q4	$430K	Buy	3,642 +37	+1%	+$4.38K	0.14%	80
2024 Q3	$396K	Buy	3,605 +40	+1%	+$4.24K	0.12%	85
2024 Q2	$356K	Sell	3,565 -189	-5%	-$18.9K	0.11%	88
2024 Q1	$384K	Buy	3,754 +14	+0.4%	+$1.34K	0.11%	86
2023 Q4	$345K	Sell	3,740 -3,007	-45%	-$253K	0.1%	91
2023 Q3	$542K	Sell	6,747 -348	-5%	-$29.1K	0.19%	79
2023 Q2	$576K	Sell	7,095 -350	-5%	-$27.5K	0.19%	78
2023 Q1	$580K	Sell	7,445 -76	-1%	-$6.43K	0.19%	80
2022 Q4	$622K	Sell	7,521 -129	-2%	-$10.7K	0.2%	76
2022 Q3	$569K	Sell	7,650 -25	-0.3%	-$2.03K	0.2%	78
2022 Q2	$592K	Sell	7,675 -682	-8%	-$57.6K	0.19%	82
2022 Q1	$780K	Sell	8,357 -199	-2%	-$19.1K	0.21%	81
2021 Q4	$826K	Sell	8,556 -298	-3%	-$29K	0.23%	79
2021 Q3	$820K	Buy	+8,854	New	+$817K	0.23%	76
2021 Q2	–	Sell	-9,767	Closed	-$825K	–	391
2021 Q1	$825K	Buy	+9,767	New	+$779K	0.16%	133
2020 Q1	–	Sell	-12,663	Closed	-$642K	–	918
2019 Q4	$642K	Buy	+12,663	New	+$924K	0.09%	141

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

tru Independence's VFH Position: Q2 2026 in Review

tru Independence increased its Vanguard Financials ETF (VFH) stake by 0.52% in Q2 2026, buying an estimated $2.42K and bringing the position to 3,689 shares worth $486K. The position accounts for 0.21% of the portfolio, ranked #54.

tru Independence first reported a position in VFH in Q4 2019 and has held it in 22 quarters since. The position peaked at $826K in Q4 2021. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

tru Independence held 3,689 shares of Vanguard Financials ETF worth $486K as of Q2 2026.
tru Independence bought 19 Vanguard Financials ETF shares in Q2 2026, an estimated $2.42K.
Vanguard Financials ETF made up 0.21% of tru Independence's portfolio in Q2 2026, its #54 holding.
tru Independence first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 22 quarters since.
tru Independence's Vanguard Financials ETF position peaked at $826K in Q4 2021.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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