CMA
VFH icon

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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 759 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.
  • 759 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.