VFH β€” VANGUARD FINANCIALS ETF

Ownership history in Rosenberg Matthew Hamilton  Β·  8 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported VANGUARD FINANCIALS ETF (VFH) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows VFH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VFH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton's position in VANGUARD FINANCIALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VFH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Rosenberg Matthew Hamilton held VFH β€” position size vs. price
% of Fund (quarterly)    VFH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 345 β€” 0% 0.01% $42K 2026-04-07 $122.19
2025 Q4 UNCHANGED 345 β€” 0% 0.01% $46K 2026-01-05 $136.56
2025 Q3 UNCHANGED 345 β€” 0% 0.01% $45K 2025-11-10 $127.99
2025 Q2 UNCHANGED 345 β€” 0% 0.01% $44K 2025-07-28 $128.07
2025 Q1 UNCHANGED 345 β€” 0% 0.01% $41K 2025-04-28 $113.87
2024 Q4 UNCHANGED 345 β€” 0% 0.01% $41K 2025-01-14 $115.69
2024 Q3 REDUCED 345 -84 -19.6% 0.01% $38K 2024-10-28 $112.07
2024 Q2 INITIATED 429 β€” β€” 0.01% $43K 2024-07-26 $103.16

FAQ About Rosenberg Matthew Hamilton and VFH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rosenberg Matthew Hamilton reported owning VFH?

Rosenberg Matthew Hamilton reported VFH across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VFH position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for VFH was 0.01% in 2024 Q2.

What is the latest reported VFH position on this page?

The most recent filing on this page is 2026 Q1, when Rosenberg Matthew Hamilton reported 345 shares, equal to 0.01% of portfolio, with an estimated market value of $42K.

What does the chart on this VFH ownership page compare?

The chart compares Rosenberg Matthew Hamilton's quarterly VFH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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