Vertex Planning Partners’s Vanguard Financials ETF VFH Stock Holding History

Vertex Planning Partners’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	$258K	Buy	+1,959	New	+$250K	0.04%	140

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

Vertex Planning Partners's VFH Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,959 shares worth $258K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings.

758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Vertex Planning Partners held 1,959 shares of Vanguard Financials ETF worth $258K as of Q2 2026.
Vanguard Financials ETF was a new Vertex Planning Partners position in Q2 2026.
Vanguard Financials ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #140 holding.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.