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Allied Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Allied Investment Advisors’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 		$242K Hold
1,863
– – 0.02% 97
2026
Q2 		$245K Hold
1,863
– – 0.03% 96
2026
Q1 		$225K Sell
1,863
-1,719
-48% -$219K 0.03% 92
2025
Q4 		$478K Hold
3,582
– – 0.07% 67
2025
Q3 		$470K Sell
3,582
-248
-6% -$32.1K 0.07% 66
2025
Q2 		$488K Hold
3,830
– – 0.09% 60
2025
Q1 		$458K Hold
3,830
– – 0.09% 59
2024
Q4 		$452K Sell
3,830
-195
-5% -$23.1K 0.09% 56
2024
Q3 		$442K Sell
4,025
-94
-2% -$9.96K 0.09% 55
2024
Q2 		$411K Hold
4,119
– – 0.1% 52
2024
Q1 		$422K Sell
4,119
-32
-0.8% -$3.07K 0.1% 48
2023
Q4 		$383K Sell
4,151
-285
-6% -$23.9K 0.1% 49
2023
Q3 		$356K Buy
+4,436
New +$371K 0.11% 47

Other funds holding VFH

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Allied Investment Advisors's VFH Position: Q3 2026 in Review

Allied Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 1,863 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #97.

Allied Investment Advisors first reported a position in VFH in Q3 2023 and has held it in 13 quarters since. The position peaked at $488K in Q2 2025. 77 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Allied Investment Advisors held 1,863 shares of Vanguard Financials ETF worth $242K as of Q3 2026.
  • Allied Investment Advisors left its Vanguard Financials ETF share count unchanged in Q3 2026.
  • Vanguard Financials ETF made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #97 holding.
  • Allied Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2023 and has held it in 13 quarters since.
  • Allied Investment Advisors's Vanguard Financials ETF position peaked at $488K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.