Zynergy Retirement Planning’s Vanguard Financials ETF VFH Stock Holding History

Zynergy Retirement Planning’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	$647K	Hold	4,919	–	–	0.35%	14
2026 Q1	$594K	Hold	4,919	–	–	0.36%	14
2025 Q4	$657K	Hold	4,919	–	–	0.4%	13
2025 Q3	$646K	Sell	4,919 -32	-0.6%	-$4.14K	0.41%	14
2025 Q2	$630K	Sell	4,951 -140	-3%	-$16.7K	0.42%	13
2025 Q1	$601K	Sell	5,091 -52	-1%	-$6.34K	0.43%	15
2024 Q4	$565K	Hold	5,143	–	–	0.4%	16
2024 Q3	$565K	Sell	5,143 -44	-0.8%	-$4.66K	0.4%	16
2024 Q2	$518K	Buy	+5,187	New	+$518K	0.4%	16

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

Zynergy Retirement Planning's VFH Position: Q2 2026 in Review

Zynergy Retirement Planning held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 4,919 shares worth $647K. The position accounts for 0.35% of the portfolio, ranked #14.

Zynergy Retirement Planning first reported a position in VFH in Q2 2024 and has held it in 9 quarters since. The position peaked at $657K in Q4 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Zynergy Retirement Planning held 4,919 shares of Vanguard Financials ETF worth $647K as of Q2 2026.
Zynergy Retirement Planning left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.35% of Zynergy Retirement Planning's portfolio in Q2 2026, its #14 holding.
Zynergy Retirement Planning first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 9 quarters since.
Zynergy Retirement Planning's Vanguard Financials ETF position peaked at $657K in Q4 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.