Vermillion Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Vermillion Wealth 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	$188K	Sell	1,432 -7	-0.5%	-$893	0.04%	245
2026 Q1	$174K	Sell	1,439 -111	-7%	-$14.2K	0.07%	105
2025 Q4	$207K	Buy	1,550 +8	+0.5%	+$1.04K	0.08%	96
2025 Q3	$202K	Sell	1,542 -79	-5%	-$10.2K	0.05%	184
2025 Q2	$206K	Buy	1,621 +6	+0.4%	+$715	0.1%	82
2025 Q1	$193K	Buy	1,615 +310	+24%	+$37.8K	0.06%	193
2024 Q4	$154K	Buy	+1,305	New	+$154K	0.08%	98

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

Vermillion Wealth Management's VFH Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 0.49% in Q2 2026, selling an estimated $893 and leaving 1,432 shares worth $188K. The position accounts for 0.04% of the portfolio, ranked #245.

Vermillion Wealth Management first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $207K in Q4 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Vermillion Wealth Management held 1,432 shares of Vanguard Financials ETF worth $188K as of Q2 2026.
Vermillion Wealth Management sold 7 Vanguard Financials ETF shares in Q2 2026, an estimated $893.
Vanguard Financials ETF made up 0.04% of Vermillion Wealth Management's portfolio in Q2 2026, its #245 holding.
Vermillion Wealth Management first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Vanguard Financials ETF position peaked at $207K in Q4 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.