VG Financial
VFH----
Portfolio
Jun 30, 2026- Stock92.81%
- Other3.66%
- Cash3.52%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
50%
11%
1%
9%
12%
4%
7%
5%
1%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 44.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 9.18% | Equity | Financials | Large Value | — | — | — | |
| 7.84% | Equity | Financials | Large Value | — | — | — | |
| 4.74% | Equity | Financials | Large Blend | — | — | — | |
| 4.36% | Equity | Financials | Large Value | — | — | — | |
| 4.10% | Equity | Financials | Large Blend | — | — | — | |
| 3.19% | Equity | Financials | Large Blend | — | — | — | |
| 2.85% | Equity | Financials | Large Value | — | — | — | |
| 2.79% | Equity | Financials | Large Blend | — | — | — | |
| 2.54% | Equity | Financials | Large Value | — | — | — | |
10  Trs:visa Inc-Class A Shares Usd 2027-Jan-29 | 2.40% | — | — | — | — | — | — |
