Aspiriant LLC’s Vanguard Financials ETF VFH Stock Holding History

Aspiriant LLC’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	$241K	Buy	+1,833	New	+$234K	0.01%	351
2022 Q2	–	Sell	-3,847	Closed	-$359K	–	289
2022 Q1	$359K	Sell	3,847 -1,055	-22%	-$101K	0.02%	205
2021 Q4	$474K	Buy	4,902 +200	+4%	+$19.5K	0.03%	179
2021 Q3	$435K	Hold	4,702	–	–	0.03%	170
2021 Q2	$425K	Buy	+4,702	New	+$425K	0.02%	167

Other funds holding VFH

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

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

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Aspiriant LLC's VFH Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 1,833 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in VFH as recently as Q1 2022.

Aspiriant LLC first reported a position in VFH in Q2 2021 and has held it in 5 quarters since. The position peaked at $474K in Q4 2021. 145 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Aspiriant LLC held 1,833 shares of Vanguard Financials ETF worth $241K as of Q2 2026.
Vanguard Financials ETF was a new Aspiriant LLC position in Q2 2026.
Vanguard Financials ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #351 holding.
Aspiriant LLC first reported a position in Vanguard Financials ETF in Q2 2021 and has held it in 5 quarters since.
Aspiriant LLC's Vanguard Financials ETF position peaked at $474K in Q4 2021.
145 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.