Cahill Financial Advisors’s Vanguard Financials ETF VFH Stock Holding History

Cahill Financial 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	$870K	Buy	6,613 +104	+2%	+$13.3K	0.08%	144
2026 Q1	$786K	Buy	6,509 +157	+2%	+$20K	0.09%	144
2025 Q4	$848K	Buy	6,352 +109	+2%	+$14.2K	0.09%	142
2025 Q3	$819K	Sell	6,243 -884	-12%	-$114K	0.09%	144
2025 Q2	$907K	Buy	7,127 +1,129	+19%	+$135K	0.11%	128
2025 Q1	$717K	Buy	5,998 +1,915	+47%	+$233K	0.1%	141
2024 Q4	$482K	Buy	+4,083	New	+$483K	0.07%	167
2022 Q4	–	Sell	-6,327	Closed	-$471K	–	232
2022 Q3	$471K	Sell	6,327 -529	-8%	-$43K	0.1%	154
2022 Q2	$529K	Hold	6,856	–	–	0.11%	149
2022 Q1	$640K	Sell	6,856 -3,218	-32%	-$308K	0.12%	143
2021 Q4	$973K	Sell	10,074 -1,004	-9%	-$97.8K	0.19%	110
2021 Q3	$1.03M	Sell	11,078 -2,970	-21%	-$274K	0.21%	103
2021 Q2	$1.27M	Buy	+14,048	New	+$1.27M	0.29%	81

Other funds holding VFH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cahill Financial Advisors's VFH Position: Q2 2026 in Review

Cahill Financial Advisors increased its Vanguard Financials ETF (VFH) stake by 1.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 6,613 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #144.

Cahill Financial Advisors first reported a position in VFH in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.27M in Q2 2021. 596 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Cahill Financial Advisors held 6,613 shares of Vanguard Financials ETF worth $870K as of Q2 2026.
Cahill Financial Advisors bought 104 Vanguard Financials ETF shares in Q2 2026, an estimated $13.3K.
Vanguard Financials ETF made up 0.08% of Cahill Financial Advisors's portfolio in Q2 2026, its #144 holding.
Cahill Financial Advisors first reported a position in Vanguard Financials ETF in Q2 2021 and has held it in 13 quarters since.
Cahill Financial Advisors's Vanguard Financials ETF position peaked at $1.27M in Q2 2021.
596 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.