Brookstone Capital Management
VFH icon

Brookstone Capital Management’s Vanguard Financials ETF VFH Stock Holding History

Brookstone Capital 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 		$828K Sell
6,362
-220
-3% -$30.5K 0.01% 767
2026
Q2 		$866K Buy
6,582
+222
+3% +$28.3K 0.01% 744
2026
Q1 		$768K Sell
6,360
-182
-3% -$23.2K 0.01% 726
2025
Q4 		$873K Sell
6,542
-176
-3% -$22.9K 0.01% 663
2025
Q3 		$882K Buy
6,718
+361
+6% +$46.7K 0.01% 642
2025
Q2 		$809K Sell
6,357
-1,645
-21% -$196K 0.01% 619
2025
Q1 		$956K Sell
8,002
-667
-8% -$81.3K 0.01% 567
2024
Q4 		$1.02M Buy
8,669
+2,036
+31% +$241K 0.01% 529
2024
Q3 		$729K Buy
6,633
+2,813
+74% +$298K 0.01% 595
2024
Q2 		$408K Buy
3,820
+1,817
+91% +$181K 0.01% 709
2024
Q1 		$205K Sell
2,003
-6,323
-76% -$607K ﹤0.01% 880
2023
Q4 		$768K Buy
+8,326
New +$700K 0.01% 509
2022
Q2 		– Sell
-3,763
Closed -$343K – 836
2022
Q1 		$343K Buy
+3,763
New +$360K 0.01% 631
2017
Q4 		– Sell
-92,721
Closed -$6.06M – 346
2017
Q3 		$6.06M Buy
+92,721
New +$5.85M 0.55% 62

Other funds holding VFH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Brookstone Capital Management's VFH Position: Q3 2026 in Review

Brookstone Capital Management reduced its Vanguard Financials ETF (VFH) stake by 3.3% in Q3 2026, selling an estimated $30.5K and leaving 6,362 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #767.

Brookstone Capital Management first reported a position in VFH in Q3 2017 and has held it in 14 quarters since. The position peaked at $6.06M in Q3 2017. 476 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Brookstone Capital Management held 6,362 shares of Vanguard Financials ETF worth $828K as of Q3 2026.
  • Brookstone Capital Management sold 220 Vanguard Financials ETF shares in Q3 2026, an estimated $30.5K.
  • Vanguard Financials ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #767 holding.
  • Brookstone Capital Management first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 14 quarters since.
  • Brookstone Capital Management's Vanguard Financials ETF position peaked at $6.06M in Q3 2017.
  • 476 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.