Alteri Wealth’s Vanguard Financials ETF VFH Stock Holding History

Alteri Wealth’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 Q2	$251K	Buy	1,909 +3	+0.2%	+$383	0.07%	252
2026 Q1	$230K	Sell	1,906 -231	-11%	-$29.5K	0.07%	256
2025 Q4	$285K	Buy	2,137 +249	+13%	+$32.3K	0.09%	232
2025 Q3	$248K	Buy	1,888 +87	+5%	+$11.3K	0.09%	241
2025 Q2	$229K	Sell	1,801 -463	-20%	-$55.2K	0.09%	241
2025 Q1	$270K	Sell	2,264 -1,122	-33%	-$137K	0.12%	198
2024 Q4	$400K	Buy	+3,386	New	+$400K	0.11%	148

Other funds holding VFH

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alteri Wealth's VFH Position: Q2 2026 in Review

Alteri Wealth increased its Vanguard Financials ETF (VFH) stake by 0.16% in Q2 2026, buying an estimated $383 and bringing the position to 1,909 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #252.

Alteri Wealth first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2024. 353 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Alteri Wealth held 1,909 shares of Vanguard Financials ETF worth $251K as of Q2 2026.
Alteri Wealth bought 3 Vanguard Financials ETF shares in Q2 2026, an estimated $383.
Vanguard Financials ETF made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #252 holding.
Alteri Wealth first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Vanguard Financials ETF position peaked at $400K in Q4 2024.
353 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.