Capital Square
VFH icon

Capital Square’s Vanguard Financials ETF VFH Stock Holding History

Capital Square’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 		$376K Sell
2,892
-91
-3% -$12.6K 0.17% 134
2026
Q2 		$407K Buy
2,983
+124
+4% +$15.8K 0.18% 124
2026
Q1 		$362K Sell
2,859
-78
-3% -$9.9K 0.17% 139
2025
Q4 		$392K Buy
2,937
+259
+10% +$33.6K 0.2% 113
2025
Q3 		$352K Buy
2,678
+180
+7% +$23.3K 0.18% 121
2025
Q2 		$318K Buy
2,498
+84
+3% +$10K 0.17% 131
2025
Q1 		$288K Sell
2,414
-458
-16% -$55.8K 0.17% 132
2024
Q4 		$357K Buy
2,872
+250
+10% +$29.6K 0.2% 117
2024
Q3 		$288K Buy
2,622
+115
+5% +$12.2K 0.18% 121
2024
Q2 		$264K Buy
2,507
+141
+6% +$14.1K 0.17% 123
2024
Q1 		$242K Buy
+2,366
New +$227K 0.17% 123
2023
Q1 		– Sell
-3,209
Closed -$265K – 154
2022
Q4 		$265K Buy
3,209
+26
+0.8% +$2.15K 0.24% 108
2022
Q3 		$236K Buy
3,183
+12
+0.4% +$976 0.21% 109
2022
Q2 		$244K Buy
3,171
+268
+9% +$22.6K 0.2% 110
2022
Q1 		$271K Buy
2,903
+393
+16% +$37.6K 0.19% 115
2021
Q4 		$247K Buy
+2,510
New +$245K 0.17% 130
2020
Q2 		– Sell
-1,130
Closed -$57K – 282
2020
Q1 		$57K Buy
+1,130
New +$77K 0.07% 188

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
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Capital Square's VFH Position: Q3 2026 in Review

Capital Square reduced its Vanguard Financials ETF (VFH) stake by 3.1% in Q3 2026, selling an estimated $12.6K and leaving 2,892 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #134.

Capital Square first reported a position in VFH in Q1 2020 and has held it in 17 quarters since. The position peaked at $407K in Q2 2026. 284 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Capital Square held 2,892 shares of Vanguard Financials ETF worth $376K as of Q3 2026.
  • Capital Square sold 91 Vanguard Financials ETF shares in Q3 2026, an estimated $12.6K.
  • Vanguard Financials ETF made up 0.17% of Capital Square's portfolio in Q3 2026, its #134 holding.
  • Capital Square first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 17 quarters since.
  • Capital Square's Vanguard Financials ETF position peaked at $407K in Q2 2026.
  • 284 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.