WLIM
VFH icon

White Lighthouse Investment Management’s Vanguard Financials ETF VFH Stock Holding History

White Lighthouse Investment 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 		$938K Sell
7,123
-15
-0.2% -$1.91K 0.12% 81
2026
Q1 		$862K Buy
7,138
+128
+2% +$16.3K 0.12% 83
2025
Q4 		$936K Buy
7,010
+187
+3% +$24.3K 0.13% 77
2025
Q3 		$895K Buy
6,823
+30
+0.4% +$3.88K 0.14% 73
2025
Q2 		$865K Buy
6,793
+472
+7% +$56.3K 0.14% 73
2025
Q1 		$755K Buy
6,321
+1,508
+31% +$184K 0.13% 75
2024
Q4 		$568K Buy
4,813
+693
+17% +$82K 0.1% 84
2024
Q3 		$453K Sell
4,120
-38
-0.9% -$4.03K 0.08% 90
2024
Q2 		$415K Buy
4,158
+811
+24% +$81K 0.08% 93
2024
Q1 		$343K Buy
3,347
+336
+11% +$32.2K 0.07% 99
2023
Q4 		$278K Sell
3,011
-1
-0% -$84 0.06% 104
2023
Q3 		$242K Buy
3,012
+239
+9% +$20K 0.06% 108
2023
Q2 		$225K Sell
2,773
-300
-10% -$23.5K 0.05% 111
2023
Q1 		$239K Buy
3,073
+382
+14% +$32.3K 0.06% 104
2022
Q4 		$223K Sell
2,691
-617
-19% -$51K 0.06% 105
2022
Q3 		$246K Buy
3,308
+604
+22% +$49.1K 0.07% 94
2022
Q2 		$209K Buy
+2,704
New +$228K 0.06% 106
2021
Q3 		– Sell
-2,365
Closed -$214K – 119
2021
Q2 		$214K Sell
2,365
-550
-19% -$49.7K 0.06% 112
2021
Q1 		$246K Buy
+2,915
New +$232K 0.08% 104
2019
Q3 		– Sell
-4,020
Closed -$277K – 131
2019
Q2 		$277K Sell
4,020
-1,875
-32% -$127K 0.12% 107
2019
Q1 		$380K Sell
5,895
-7,700
-57% -$499K 0.17% 83
2018
Q4 		$807K Sell
13,595
-1,765
-11% -$115K 0.44% 55
2018
Q3 		$1.07M Sell
15,360
-1,450
-9% -$102K 0.54% 43
2018
Q2 		$1.13M Buy
16,810
+900
+6% +$62.8K 0.62% 40
2018
Q1 		$1.1M Buy
15,910
+1,525
+11% +$110K 0.63% 39
2017
Q4 		$1.01M Buy
+14,385
New +$975K 0.58% 45

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

White Lighthouse Investment Management's VFH Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Vanguard Financials ETF (VFH) stake by 0.21% in Q2 2026, selling an estimated $1.91K and leaving 7,123 shares worth $938K. The position accounts for 0.12% of the portfolio, ranked #81.

White Lighthouse Investment Management first reported a position in VFH in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.13M in Q2 2018. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • White Lighthouse Investment Management held 7,123 shares of Vanguard Financials ETF worth $938K as of Q2 2026.
  • White Lighthouse Investment Management sold 15 Vanguard Financials ETF shares in Q2 2026, an estimated $1.91K.
  • Vanguard Financials ETF made up 0.12% of White Lighthouse Investment Management's portfolio in Q2 2026, its #81 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Financials ETF in Q4 2017 and has held it in 26 quarters since.
  • White Lighthouse Investment Management's Vanguard Financials ETF position peaked at $1.13M in Q2 2018.
  • 758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.