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

Winthrop 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	$13.7M	Buy	104,157 +1,001	+1%	+$128K	3.31%	5
2026 Q1	$12.5M	Sell	103,156 -1,286	-1%	-$164K	3.2%	6
2025 Q4	$13.9M	Sell	104,442 -1,251	-1%	-$162K	3.25%	5
2025 Q3	$13.9M	Buy	105,693 +699	+0.7%	+$90.5K	3.35%	4
2025 Q2	$13.4M	Buy	104,994 +5,032	+5%	+$600K	3.38%	5
2025 Q1	$11.9M	Buy	99,962 +14,355	+17%	+$1.75M	3.29%	7
2024 Q4	$10.1M	Sell	85,607 -12,303	-13%	-$1.45M	2.69%	10
2024 Q3	$10.8M	Sell	97,910 -2,122	-2%	-$225K	5.12%	5
2024 Q2	$9.99M	Buy	100,032 +989	+1%	+$98.7K	5%	4
2024 Q1	$10.1M	Buy	99,043 +754	+0.8%	+$72.3K	4.67%	5
2023 Q4	$9.07M	Buy	+98,289	New	+$8.26M	2.96%	9

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

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

Winthrop Capital Management increased its Vanguard Financials ETF (VFH) stake by 0.97% in Q2 2026, buying an estimated $128K and bringing the position to 104,157 shares worth $13.7M. The position accounts for 3.31% of the portfolio, ranked #5.

Winthrop Capital Management first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q4 2025. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Winthrop Capital Management held 104,157 shares of Vanguard Financials ETF worth $13.7M as of Q2 2026.
Winthrop Capital Management bought 1,001 Vanguard Financials ETF shares in Q2 2026, an estimated $128K.
Vanguard Financials ETF made up 3.31% of Winthrop Capital Management's portfolio in Q2 2026, its #5 holding.
Winthrop Capital Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's Vanguard Financials ETF position peaked at $13.9M in Q4 2025.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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