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Woodward Diversified Capital’s Vanguard Financials ETF VFH Stock Holding History

Woodward Diversified Capital’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
Q1 		– Sell
-8,343
Closed -$1.11M – 203
2025
Q4 		$1.11M Buy
8,343
+133
+2% +$17.3K 0.51% 48
2025
Q3 		$1.08M Sell
8,210
-170
-2% -$22K 0.5% 50
2025
Q2 		$1.07M Buy
8,380
+2,916
+53% +$348K 0.54% 46
2025
Q1 		$653K Buy
5,464
+286
+6% +$34.8K 0.46% 52
2024
Q4 		$611K Sell
5,178
-5,856
-53% -$693K 0.45% 51
2024
Q3 		$1.21M Sell
11,034
-680
-6% -$72.1K 0.77% 32
2024
Q2 		$1.17M Sell
11,714
-379
-3% -$37.8K 0.69% 35
2024
Q1 		$1.24M Sell
12,093
-2,546
-17% -$244K 0.77% 31
2023
Q4 		$1.35M Buy
14,639
+4,620
+46% +$388K 0.85% 23
2023
Q3 		$805K Buy
10,019
+7,442
+289% +$622K 0.58% 53
2023
Q2 		$209K Buy
+2,577
New +$202K 0.16% 131
2023
Q1 		– Sell
-14,014
Closed -$1.16M – 145
2022
Q4 		$1.16M Buy
+14,014
New +$1.16M 0.93% 23
2022
Q1 		– Sell
-15,244
Closed -$1.47M – 201
2021
Q4 		$1.47M Buy
15,244
+160
+1% +$15.6K 0.87% 25
2021
Q3 		$1.4M Sell
15,084
-681
-4% -$62.8K 0.88% 25
2021
Q2 		$1.43M Sell
15,765
-1,152
-7% -$104K 0.81% 29
2021
Q1 		$1.43M Sell
16,917
-2,888
-15% -$230K 0.84% 28
2020
Q4 		$1.44M Buy
+19,805
New +$1.31M 0.94% 28

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Woodward Diversified Capital's VFH Position: Q1 2026 in Review

Woodward Diversified Capital sold out of Vanguard Financials ETF (VFH) in Q1 2026, closing a stake of 8,343 shares — an estimated $1.11M sold.

Woodward Diversified Capital first reported a position in VFH in Q4 2020 and held it in 17 quarters. The position peaked at $1.47M in Q4 2021. 740 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

  • Woodward Diversified Capital reported no remaining Vanguard Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 8,343 Vanguard Financials ETF shares in Q1 2026, an estimated $1.11M.
  • Woodward Diversified Capital first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 17 quarters.
  • Woodward Diversified Capital's Vanguard Financials ETF position peaked at $1.47M in Q4 2021.
  • 740 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.