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

Aventus 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 Q2	$195K	Hold	1,480	–	–	0.14%	39
2026 Q1	$179K	Hold	1,480	–	–	0.15%	38
2025 Q4	$198K	Hold	1,480	–	–	0.16%	37
2025 Q3	$194K	Hold	1,480	–	–	0.17%	37
2025 Q2	$188K	Buy	+1,480	New	+$176K	0.17%	37

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

Aventus Investment Advisors's VFH Position: Q2 2026 in Review

Aventus Investment Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,480 shares worth $195K. The position accounts for 0.14% of the portfolio, ranked #39.

Aventus Investment Advisors first reported a position in VFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $198K in Q4 2025. 251 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Aventus Investment Advisors held 1,480 shares of Vanguard Financials ETF worth $195K as of Q2 2026.
Aventus Investment Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.14% of Aventus Investment Advisors's portfolio in Q2 2026, its #39 holding.
Aventus Investment Advisors first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 5 quarters since.
Aventus Investment Advisors's Vanguard Financials ETF position peaked at $198K in Q4 2025.
251 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.