Aspect Partners
VFH icon

Aspect Partners’s Vanguard Financials ETF VFH Stock Holding History

Aspect Partners’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 		$52.8K Hold
406
– – 0.02% 145
2026
Q2 		$53.4K Hold
406
– – 0.02% 148
2026
Q1 		$49K Hold
406
– – 0.02% 142
2025
Q4 		$54.2K Sell
406
-500
-55% -$64.9K 0.02% 140
2025
Q3 		$119K Sell
906
-400
-31% -$51.8K 0.05% 97
2025
Q2 		$166K Buy
+1,306
New +$156K 0.08% 86

Other funds holding VFH

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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

Aspect Partners's VFH Position: Q3 2026 in Review

Aspect Partners held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 406 shares worth $52.8K. The position accounts for 0.02% of the portfolio, ranked #145.

Aspect Partners first reported a position in VFH in Q2 2025 and has held it in 6 quarters since. The position peaked at $166K in Q2 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Aspect Partners held 406 shares of Vanguard Financials ETF worth $52.8K as of Q3 2026.
  • Aspect Partners left its Vanguard Financials ETF share count unchanged in Q3 2026.
  • Vanguard Financials ETF made up 0.02% of Aspect Partners's portfolio in Q3 2026, its #145 holding.
  • Aspect Partners first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 6 quarters since.
  • Aspect Partners's Vanguard Financials ETF position peaked at $166K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.