Bluesphere Advisors
VFH icon

Bluesphere Advisors’s Vanguard Financials ETF VFH Stock Holding History

Bluesphere 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
Q3 		$382K Buy
2,933
+4
+0.1% +$555 0.12% 77
2026
Q2 		$386K Buy
2,929
+6
+0.2% +$766 0.12% 77
2026
Q1 		$353K Sell
2,923
-30
-1% -$3.83K 0.13% 81
2025
Q4 		$394K Buy
2,953
+5
+0.2% +$649 0.17% 64
2025
Q3 		$387K Buy
2,948
+3
+0.1% +$388 0.18% 72
2025
Q2 		$375K Sell
2,945
-1,266
-30% -$151K 0.19% 65
2025
Q1 		$503K Sell
4,211
-2,504
-37% -$305K 0.29% 43
2024
Q4 		$793K Sell
6,715
-363
-5% -$42.9K 0.39% 38
2024
Q3 		$778K Buy
7,078
+552
+8% +$58.5K 0.38% 38
2024
Q2 		$652K Sell
6,526
-1,002
-13% -$100K 0.33% 38
2024
Q1 		$771K Sell
7,528
-573
-7% -$55K 0.43% 35
2023
Q4 		$747K Buy
8,101
+1,470
+22% +$124K 0.46% 32
2023
Q3 		$533K Buy
6,631
+1,328
+25% +$111K 0.38% 37
2023
Q2 		$431K Sell
5,303
-542
-9% -$42.5K 0.3% 46
2023
Q1 		$455K Sell
5,845
-485
-8% -$41K 0.38% 43
2022
Q4 		$524K Buy
6,330
+49
+0.8% +$4.05K 0.46% 41
2022
Q3 		$468K Sell
6,281
-463
-7% -$37.7K 0.47% 40
2022
Q2 		$521K Sell
6,744
-2,110
-24% -$178K 0.51% 37
2022
Q1 		$827K Buy
8,854
+2,758
+45% +$264K 0.7% 29
2021
Q4 		$589K Buy
6,096
+923
+18% +$89.9K 0.49% 40
2021
Q3 		$479K Hold
5,173
– – 0.46% 39
2021
Q2 		$468K Sell
5,173
-669
-11% -$60.5K 0.41% 43
2021
Q1 		$494K Buy
5,842
+2,600
+80% +$207K 0.45% 45
2020
Q4 		$236K Buy
+3,242
New +$214K 0.25% 72

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

Bluesphere Advisors's VFH Position: Q3 2026 in Review

Bluesphere Advisors increased its Vanguard Financials ETF (VFH) stake by 0.14% in Q3 2026, buying an estimated $555 and bringing the position to 2,933 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #77.

Bluesphere Advisors first reported a position in VFH in Q4 2020 and has held it in 24 quarters since. The position peaked at $827K in Q1 2022. 236 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Bluesphere Advisors held 2,933 shares of Vanguard Financials ETF worth $382K as of Q3 2026.
  • Bluesphere Advisors bought 4 Vanguard Financials ETF shares in Q3 2026, an estimated $555.
  • Vanguard Financials ETF made up 0.12% of Bluesphere Advisors's portfolio in Q3 2026, its #77 holding.
  • Bluesphere Advisors first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 24 quarters since.
  • Bluesphere Advisors's Vanguard Financials ETF position peaked at $827K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.