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

Accel 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	$237K	Buy	+1,819	New	+$252K	0.05%	267
2025 Q2	–	Sell	-1,796	Closed	-$215K	–	279
2025 Q1	$215K	Buy	+1,796	New	+$219K	0.08%	225
2023 Q2	–	Sell	-146	Closed	-$11.4K	–	840
2023 Q1	$11.4K	Buy	146 +115	+371%	+$9.7K	﹤0.01%	854
2022 Q4	$2.56K	Sell	31 -28	-47%	-$2.31K	﹤0.01%	885
2022 Q3	$5K	Hold	59	–	–	﹤0.01%	851
2022 Q2	$5K	Hold	59	–	–	﹤0.01%	816
2022 Q1	$6K	Hold	59	–	–	﹤0.01%	793
2021 Q4	$6K	Hold	59	–	–	﹤0.01%	801
2021 Q3	$5K	Hold	59	–	–	﹤0.01%	749
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	807
2021 Q1	$5K	Hold	59	–	–	﹤0.01%	762
2020 Q4	$4K	Buy	+59	New	+$3.9K	﹤0.01%	745

Other funds holding VFH

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

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

Accel Wealth Management opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 1,819 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in VFH as recently as Q1 2025.

Accel Wealth Management first reported a position in VFH in Q4 2020 and has held it in 12 quarters since. 560 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Accel Wealth Management held 1,819 shares of Vanguard Financials ETF worth $237K as of Q3 2026.
Vanguard Financials ETF was a new Accel Wealth Management position in Q3 2026.
Vanguard Financials ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #267 holding.
Accel Wealth Management first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 12 quarters since.
560 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

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