Y-Intercept (HK)’s Vanguard Financials ETF VFH Stock Holding History

Y-Intercept (HK)’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	$1.6M	Buy	12,171 +3,098	+34%	+$395K	0.03%	828
2026 Q1	$1.1M	Sell	9,073 -331	-4%	-$42.2K	0.02%	992
2025 Q4	$1.26M	Buy	+9,404	New	+$1.22M	0.03%	870
2025 Q1	–	Sell	-6,913	Closed	-$816K	–	1633
2024 Q4	$816K	Buy	+6,913	New	+$818K	0.05%	513
2024 Q2	–	Sell	-5,188	Closed	-$531K	–	1954
2024 Q1	$531K	Buy	+5,188	New	+$498K	0.04%	683

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

Y-Intercept (HK)'s VFH Position: Q2 2026 in Review

Y-Intercept (HK) increased its Vanguard Financials ETF (VFH) stake by 34% in Q2 2026, buying an estimated $395K and bringing the position to 12,171 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #828.

Y-Intercept (HK) first reported a position in VFH in Q1 2024 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Y-Intercept (HK) held 12,171 shares of Vanguard Financials ETF worth $1.6M as of Q2 2026.
Y-Intercept (HK) bought 3,098 Vanguard Financials ETF shares in Q2 2026, an estimated $395K.
Vanguard Financials ETF made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #828 holding.
Y-Intercept (HK) first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 5 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.