Vision Retirement’s Vanguard Financials ETF VFH Stock Holding History

Vision Retirement’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	$13.5K	Buy	+103	New	+$13.1K	﹤0.01%	399

Other funds holding VFH

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vision Retirement's VFH Position: Q2 2026 in Review

Vision Retirement opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 103 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

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

Vision Retirement held 103 shares of Vanguard Financials ETF worth $13.5K as of Q2 2026.
Vanguard Financials ETF was a new Vision Retirement position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #399 holding.
732 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.