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Vickerman Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Vickerman Investment Advisors’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 		$515K Sell
4,264
-667
-14% -$85.1K 0.11% 70
2025
Q4 		$658K Buy
4,931
+1,818
+58% +$236K 0.13% 66
2025
Q3 		$409K Buy
3,113
+113
+4% +$14.6K 0.08% 66
2025
Q2 		$382K Sell
3,000
-3,440
-53% -$410K 0.08% 68
2025
Q1 		$769K Buy
6,440
+3,444
+115% +$420K 0.17% 59
2024
Q4 		$354K Hold
2,996
– – 0.1% 60
2024
Q3 		$329K Hold
2,996
– – 0.1% 59
2024
Q2 		$299K Hold
2,996
– – 0.1% 59
2024
Q1 		$307K Sell
2,996
-151
-5% -$14.5K 0.1% 59
2023
Q4 		$290K Sell
3,147
-2,325
-42% -$195K 0.1% 58
2023
Q3 		$440K Sell
5,472
-2,030
-27% -$170K 0.18% 56
2023
Q2 		$609K Sell
7,502
-916
-11% -$71.9K 0.24% 55
2023
Q1 		$656K Sell
8,418
-325
-4% -$27.5K 0.26% 54
2022
Q4 		$723K Sell
8,743
-254
-3% -$21K 0.33% 56
2022
Q3 		$670K Sell
8,997
-25
-0.3% -$2.03K 0.32% 55
2022
Q2 		$696K Sell
9,022
-1
-0% -$84 0.33% 58
2022
Q1 		$764K Hold
9,023
– – 0.34% 57
2021
Q4 		$871K Sell
9,023
-1,498
-14% -$146K 0.35% 54
2021
Q3 		$975K Buy
+10,521
New +$971K 0.39% 53

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

Vickerman Investment Advisors's VFH Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 14% in Q1 2026, selling an estimated $85.1K and leaving 4,264 shares worth $515K. The position accounts for 0.11% of the portfolio, ranked #70.

Vickerman Investment Advisors first reported a position in VFH in Q3 2021 and has held it in 19 quarters since. The position peaked at $975K in Q3 2021. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Vickerman Investment Advisors held 4,264 shares of Vanguard Financials ETF worth $515K as of Q1 2026.
  • Vickerman Investment Advisors sold 667 Vanguard Financials ETF shares in Q1 2026, an estimated $85.1K.
  • Vanguard Financials ETF made up 0.11% of Vickerman Investment Advisors's portfolio in Q1 2026, its #70 holding.
  • Vickerman Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2021 and has held it in 19 quarters since.
  • Vickerman Investment Advisors's Vanguard Financials ETF position peaked at $975K in Q3 2021.
  • 738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.