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 Q2	$511K	Sell	3,880 -384	-9%	-$49K	0.1%	75
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 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

Vickerman Investment Advisors's VFH Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 9% in Q2 2026, selling an estimated $49K and leaving 3,880 shares worth $511K. The position accounts for 0.1% of the portfolio, ranked #75.

Vickerman Investment Advisors first reported a position in VFH in Q3 2021 and has held it in 20 quarters since. The position peaked at $975K in Q3 2021. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Vickerman Investment Advisors held 3,880 shares of Vanguard Financials ETF worth $511K as of Q2 2026.
Vickerman Investment Advisors sold 384 Vanguard Financials ETF shares in Q2 2026, an estimated $49K.
Vanguard Financials ETF made up 0.1% of Vickerman Investment Advisors's portfolio in Q2 2026, its #75 holding.
Vickerman Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2021 and has held it in 20 quarters since.
Vickerman Investment Advisors's Vanguard Financials ETF position peaked at $975K in Q3 2021.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.