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 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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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

WSFG

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management's VFH Position: Q2 2026 in Review

Brookstone Capital Management increased its Vanguard Financials ETF (VFH) stake by 3.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 6,582 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #744.

Brookstone Capital Management first reported a position in VFH in Q3 2017 and has held it in 13 quarters since. The position peaked at $6.06M in Q3 2017. 122 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Brookstone Capital Management held 6,582 shares of Vanguard Financials ETF worth $866K as of Q2 2026.
Brookstone Capital Management bought 222 Vanguard Financials ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Financials ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #744 holding.
Brookstone Capital Management first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 13 quarters since.
Brookstone Capital Management's Vanguard Financials ETF position peaked at $6.06M in Q3 2017.
122 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.