Viewpoint Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Viewpoint Capital 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	$160K	Hold	1,217	–	–	0.08%	95
2026 Q1	$147K	Hold	1,217	–	–	0.07%	104
2025 Q4	$162K	Hold	1,217	–	–	0.07%	106
2025 Q3	$160K	Hold	1,217	–	–	0.07%	110
2025 Q2	$155K	Hold	1,217	–	–	0.08%	105
2025 Q1	$145K	Hold	1,217	–	–	0.08%	110
2024 Q4	$144K	Hold	1,217	–	–	0.08%	107
2024 Q3	$133K	Hold	1,217	–	–	0.07%	108
2024 Q2	$122K	Hold	1,217	–	–	0.07%	107
2024 Q1	$125K	Hold	1,217	–	–	0.08%	107
2023 Q4	$112K	Hold	1,217	–	–	0.08%	104
2023 Q3	$97.7K	Hold	1,217	–	–	0.08%	99
2023 Q2	$98.9K	Hold	1,217	–	–	0.08%	99
2023 Q1	$94.8K	Hold	1,217	–	–	0.09%	91
2022 Q4	$101K	Buy	1,217 +2	+0.2%	+$165	0.1%	88
2022 Q3	$90K	Sell	1,215 -459	-27%	-$37.3K	0.09%	89
2022 Q2	$129K	Sell	1,674 -460	-22%	-$38.8K	0.12%	87
2022 Q1	$199K	Hold	2,134	–	–	0.15%	86
2021 Q4	$206K	Buy	+2,134	New	+$208K	0.15%	87

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

Viewpoint Capital Management's VFH Position: Q2 2026 in Review

Viewpoint Capital Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,217 shares worth $160K. The position accounts for 0.08% of the portfolio, ranked #95.

Viewpoint Capital Management first reported a position in VFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $206K in Q4 2021. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Viewpoint Capital Management held 1,217 shares of Vanguard Financials ETF worth $160K as of Q2 2026.
Viewpoint Capital Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.08% of Viewpoint Capital Management's portfolio in Q2 2026, its #95 holding.
Viewpoint Capital Management first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's Vanguard Financials ETF position peaked at $206K in Q4 2021.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.