WhitTier Trust Company’s Vanguard Financials ETF VFH Stock Holding History

WhitTier Trust Company’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	$233K	Hold	1,698	–	–	﹤0.01%	496
2026 Q1	$207K	Sell	1,698 -1,250	-42%	-$159K	﹤0.01%	493
2025 Q4	$406K	Buy	2,948 +1,250	+74%	+$162K	0.01%	386
2025 Q3	$222K	Hold	1,698	–	–	﹤0.01%	457
2025 Q2	$216K	Hold	1,698	–	–	﹤0.01%	510
2025 Q1	$203K	Buy	1,698 +114	+7%	+$13.9K	0.01%	514
2024 Q4	$187K	Hold	1,584	–	–	﹤0.01%	504
2024 Q3	$174K	Hold	1,584	–	–	﹤0.01%	501
2024 Q2	$158K	Hold	1,584	–	–	﹤0.01%	497
2024 Q1	$162K	Hold	1,584	–	–	﹤0.01%	498
2023 Q4	$146K	Sell	1,584 -48	-3%	-$4.03K	﹤0.01%	513
2023 Q3	$131K	Buy	1,632 +38	+2%	+$3.18K	﹤0.01%	508
2023 Q2	$129K	Sell	1,594 -10	-0.6%	-$785	﹤0.01%	526
2023 Q1	$125K	Buy	1,604 +20	+1%	+$1.69K	﹤0.01%	522
2022 Q4	$131K	Hold	1,584	–	–	0.01%	511
2022 Q3	$118K	Hold	1,584	–	–	0.01%	532
2022 Q2	$122K	Hold	1,584	–	–	0.01%	521
2022 Q1	$148K	Hold	1,584	–	–	0.01%	508
2021 Q4	$153K	Hold	1,584	–	–	0.01%	499
2021 Q3	$147K	Hold	1,584	–	–	0.01%	496
2021 Q2	$143K	Hold	1,584	–	–	0.01%	494
2021 Q1	$134K	Buy	+1,584	New	+$126K	0.01%	490

Other funds holding VFH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

WhitTier Trust Company's VFH Position: Q2 2026 in Review

WhitTier Trust Company held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,698 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

WhitTier Trust Company first reported a position in VFH in Q1 2021 and has held it in 22 quarters since. The position peaked at $406K in Q4 2025. 492 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

WhitTier Trust Company held 1,698 shares of Vanguard Financials ETF worth $233K as of Q2 2026.
WhitTier Trust Company left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #496 holding.
WhitTier Trust Company first reported a position in Vanguard Financials ETF in Q1 2021 and has held it in 22 quarters since.
WhitTier Trust Company's Vanguard Financials ETF position peaked at $406K in Q4 2025.
492 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.