Annex Advisory Services
VFH icon

Annex Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Annex Advisory Services’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 		$5.49M Sell
42,206
-8,994
-18% -$1.25M 0.09% 101
2026
Q2 		$6.74M Sell
51,200
-446
-0.9% -$56.9K 0.12% 94
2026
Q1 		$6.24M Sell
51,646
-1,069
-2% -$136K 0.12% 101
2025
Q4 		$7.04M Buy
+52,715
New +$6.85M 0.13% 98

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Ayalon Insurance Company
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CMH Wealth Management
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Cedar Mountain Advisors
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Trust Company of Oklahoma
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AssetMark Inc
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Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Annex Advisory Services's VFH Position: Q3 2026 in Review

Annex Advisory Services reduced its Vanguard Financials ETF (VFH) stake by 18% in Q3 2026, selling an estimated $1.25M and leaving 42,206 shares worth $5.49M. The position accounts for 0.09% of the portfolio, ranked #101.

Annex Advisory Services first reported a position in VFH in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.04M in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Annex Advisory Services held 42,206 shares of Vanguard Financials ETF worth $5.49M as of Q3 2026.
  • Annex Advisory Services sold 8,994 Vanguard Financials ETF shares in Q3 2026, an estimated $1.25M.
  • Vanguard Financials ETF made up 0.09% of Annex Advisory Services's portfolio in Q3 2026, its #101 holding.
  • Annex Advisory Services first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • Annex Advisory Services's Vanguard Financials ETF position peaked at $7.04M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.