Abound Wealth Management
VFH icon

Abound Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Abound Wealth Management’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
Q3 		$37.6K Buy
289
+53
+22% +$7.35K 0.01% 320
2026
Q2 		$31.1K Sell
236
-90
-28% -$11.5K 0.01% 301
2026
Q1 		$39.4K Buy
326
+90
+38% +$11.5K 0.01% 284
2025
Q4 		$31.5K Hold
236
– – 0.01% 293
2025
Q3 		$31K Hold
236
– – 0.01% 286
2025
Q2 		$30K Buy
236
+1
+0.4% +$119 0.01% 273
2025
Q1 		$28.1K Hold
235
– – 0.01% 255
2024
Q4 		$27.8K Buy
235
+186
+380% +$22K 0.01% 237
2024
Q3 		$5.39K Hold
49
– – ﹤0.01% 532
2024
Q2 		$4.9K Sell
49
-50
-51% -$4.99K ﹤0.01% 505
2024
Q1 		$10.2K Buy
99
+50
+102% +$4.8K ﹤0.01% 369
2023
Q4 		$4.52K Hold
49
– – ﹤0.01% 533
2023
Q3 		$3.94K Buy
+49
New +$4.1K ﹤0.01% 513

Other funds holding VFH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Abound Wealth Management's VFH Position: Q3 2026 in Review

Abound Wealth Management increased its Vanguard Financials ETF (VFH) stake by 22% in Q3 2026, buying an estimated $7.35K and bringing the position to 289 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #320.

Abound Wealth Management first reported a position in VFH in Q3 2023 and has held it in 13 quarters since. The position peaked at $39.4K in Q1 2026. 504 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Abound Wealth Management held 289 shares of Vanguard Financials ETF worth $37.6K as of Q3 2026.
  • Abound Wealth Management bought 53 Vanguard Financials ETF shares in Q3 2026, an estimated $7.35K.
  • Vanguard Financials ETF made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #320 holding.
  • Abound Wealth Management first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's Vanguard Financials ETF position peaked at $39.4K in Q1 2026.
  • 504 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.