BOS Asset Management’s Vanguard Financials ETF VFH Stock Holding History

BOS Asset Management’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	$252K	Hold	1,936	–	–	0.06%	165
2026 Q2	$255K	Hold	1,936	–	–	0.06%	171
2026 Q1	$234K	Sell	1,936 -41	-2%	-$5.23K	0.06%	180
2025 Q4	$264K	Buy	1,977 +2	+0.1%	+$260	0.07%	161
2025 Q3	$259K	Buy	1,975 +1	+0.1%	+$129	0.07%	159
2025 Q2	$251K	Buy	1,974 +2	+0.1%	+$238	0.08%	153
2025 Q1	$236K	Sell	1,972 -416	-17%	-$50.7K	0.08%	145
2024 Q4	$282K	Buy	2,388 +4	+0.2%	+$473	0.1%	124
2024 Q3	$262K	Buy	2,384 +2	+0.1%	+$212	0.1%	132
2024 Q2	$238K	Sell	2,382 -293	-11%	-$29.3K	0.11%	133
2024 Q1	$274K	Sell	2,675 -108	-4%	-$10.4K	0.14%	117
2023 Q4	$257K	Sell	2,783 -461	-14%	-$38.7K	0.18%	126
2023 Q3	$261K	Sell	3,244 -163	-5%	-$13.6K	0.19%	113
2023 Q2	$277K	Hold	3,407	–	–	0.22%	96
2023 Q1	$265K	Buy	3,407 +3	+0.1%	+$254	0.22%	99
2022 Q4	$282K	Buy	+3,404	New	+$281K	0.25%	94

Other funds holding VFH

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BOS Asset Management's VFH Position: Q3 2026 in Review

BOS Asset Management held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 1,936 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #165.

BOS Asset Management first reported a position in VFH in Q4 2022 and has held it in 16 quarters since. The position peaked at $282K in Q4 2024. 97 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

BOS Asset Management held 1,936 shares of Vanguard Financials ETF worth $252K as of Q3 2026.
BOS Asset Management left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.06% of BOS Asset Management's portfolio in Q3 2026, its #165 holding.
BOS Asset Management first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 16 quarters since.
BOS Asset Management's Vanguard Financials ETF position peaked at $282K in Q4 2024.
97 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.