Zhang Financial’s Vanguard Financials ETF VFH Stock Holding History

Zhang Financial’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	$555K	Buy	4,219 +2,105	+100%	+$269K	0.02%	254
2026 Q1	$255K	Hold	2,114	–	–	0.01%	324
2025 Q4	$282K	Hold	2,114	–	–	0.01%	284
2025 Q3	$277K	Hold	2,114	–	–	0.01%	271
2025 Q2	$269K	Hold	2,114	–	–	0.01%	254
2025 Q1	$253K	Hold	2,114	–	–	0.01%	266
2024 Q4	$250K	Hold	2,114	–	–	0.01%	258
2024 Q3	$232K	Hold	2,114	–	–	0.01%	255
2024 Q2	$211K	Buy	+2,114	New	+$211K	0.01%	257

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

Zhang Financial's VFH Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Financials ETF (VFH) stake by 100% in Q2 2026, buying an estimated $269K and bringing the position to 4,219 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #254.

Zhang Financial first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Zhang Financial held 4,219 shares of Vanguard Financials ETF worth $555K as of Q2 2026.
Zhang Financial bought 2,105 Vanguard Financials ETF shares in Q2 2026, an estimated $269K.
Vanguard Financials ETF made up 0.02% of Zhang Financial's portfolio in Q2 2026, its #254 holding.
Zhang Financial first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.