Westfuller Advisors’s Vanguard Financials ETF VFH Stock Holding History

Westfuller 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	$289K	Sell	2,194 -740	-25%	-$94.4K	0.11%	120
2026 Q1	$355K	Sell	2,934 -279	-9%	-$35.6K	0.15%	96
2025 Q4	$429K	Sell	3,213 -167	-5%	-$21.7K	0.17%	88
2025 Q3	$444K	Sell	3,380 -24	-0.7%	-$3.11K	0.2%	90
2025 Q2	$433K	Buy	3,404 +6	+0.2%	+$715	0.25%	74
2025 Q1	$406K	Buy	3,398 +195	+6%	+$23.8K	0.27%	62
2024 Q4	$378K	Buy	3,203 +30	+0.9%	+$3.55K	0.24%	67
2024 Q3	$350K	Buy	+3,173	New	+$336K	0.25%	66
2024 Q1	$324K	Buy	+3,160	New	+$303K	0.39%	55

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

Westfuller Advisors's VFH Position: Q2 2026 in Review

Westfuller Advisors reduced its Vanguard Financials ETF (VFH) stake by 25% in Q2 2026, selling an estimated $94.4K and leaving 2,194 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #120.

Westfuller Advisors first reported a position in VFH in Q1 2024 and has held it in 9 quarters since. The position peaked at $444K in Q3 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Westfuller Advisors held 2,194 shares of Vanguard Financials ETF worth $289K as of Q2 2026.
Westfuller Advisors sold 740 Vanguard Financials ETF shares in Q2 2026, an estimated $94.4K.
Vanguard Financials ETF made up 0.11% of Westfuller Advisors's portfolio in Q2 2026, its #120 holding.
Westfuller Advisors first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's Vanguard Financials ETF position peaked at $444K in Q3 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.