CMA
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Cedar Mountain Advisors’s Vanguard Financials ETF VFH Stock Holding History

Cedar Mountain 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 		$19.3M Buy
146,558
+1,318
+0.9% +$168K 3.32% 7
2026
Q1 		$17.5M Sell
145,240
-790
-0.5% -$101K 3.43% 8
2025
Q4 		$19.5M Buy
146,030
+1,836
+1% +$238K 3.76% 7
2025
Q3 		$18.9M Sell
144,194
-3,340
-2% -$433K 3.68% 8
2025
Q2 		$18.8M Buy
147,534
+1,323
+0.9% +$158K 3.9% 8
2025
Q1 		$17.5M Sell
146,211
-364
-0.2% -$44.3K 3.91% 8
2024
Q4 		$17.3M Sell
146,575
-79
-0.1% -$9.34K 3.8% 8
2024
Q3 		$16.1M Buy
146,654
+2,966
+2% +$314K 3.63% 8
2024
Q2 		$14.4M Buy
143,688
+917
+0.6% +$91.6K 3.54% 10
2024
Q1 		$14.6M Sell
142,771
-298
-0.2% -$28.6K 3.68% 10
2023
Q4 		$13.2M Buy
143,069
+485
+0.3% +$40.8K 3.57% 10
2023
Q3 		$11.5M Buy
142,584
+1,131
+0.8% +$94.5K 3.38% 10
2023
Q2 		$11.5M Buy
141,453
+14
+0% +$1.1K 3.28% 10
2023
Q1 		$11M Buy
141,439
+5,493
+4% +$465K 3.31% 10
2022
Q4 		$11.2M Sell
135,946
-1,982
-1% -$164K 3.53% 10
2022
Q3 		$10.3M Buy
137,928
+5,813
+4% +$473K 3.42% 10
2022
Q2 		$10.2M Buy
132,115
+2,264
+2% +$191K 3.49% 9
2022
Q1 		$12.1M Buy
129,851
+27,379
+27% +$2.62M 3.58% 9
2021
Q4 		$9.9M Buy
102,472
+2,149
+2% +$209K 3.04% 8
2021
Q3 		$9.29M Buy
100,323
+744
+0.7% +$68.6K 3.09% 8
2021
Q2 		$9.01M Buy
99,579
+1,810
+2% +$164K 2.98% 8
2021
Q1 		$8.26M Buy
97,769
+2,819
+3% +$225K 2.79% 8
2020
Q4 		$6.92M Sell
94,950
-400
-0.4% -$26.4K 2.47% 10
2020
Q3 		$5.58M Sell
95,350
-28
-0% -$1.67K 2.26% 10
2020
Q2 		$5.46M Sell
95,378
-76,764
-45% -$4.27M 2.36% 10
2020
Q1 		$8.73M Buy
172,142
+8,111
+5% +$552K 4.37% 8
2019
Q4 		$12.5M Buy
+164,031
New +$12M 5.05% 8

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cedar Mountain Advisors's VFH Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Vanguard Financials ETF (VFH) stake by 0.91% in Q2 2026, buying an estimated $168K and bringing the position to 146,558 shares worth $19.3M. The position accounts for 3.32% of the portfolio, ranked #7.

Cedar Mountain Advisors first reported a position in VFH in Q4 2019 and has held it in 27 quarters since. The position peaked at $19.5M in Q4 2025. 122 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Cedar Mountain Advisors held 146,558 shares of Vanguard Financials ETF worth $19.3M as of Q2 2026.
  • Cedar Mountain Advisors bought 1,318 Vanguard Financials ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Financials ETF made up 3.32% of Cedar Mountain Advisors's portfolio in Q2 2026, its #7 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Vanguard Financials ETF position peaked at $19.5M in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.