Cedar Mountain Advisors
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
Q3 		$18.7M Sell
143,861
-2,697
-2% -$374K 3.17% 8
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% +$94.6K 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 		$9.3M 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% -$1.66K 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

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
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wheelhouse Advisory Group
Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Founders Grove Wealth Partners
Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Cedar Mountain Advisors's VFH Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Vanguard Financials ETF (VFH) stake by 1.8% in Q3 2026, selling an estimated $374K and leaving 143,861 shares worth $18.7M. The position accounts for 3.17% of the portfolio, ranked #8.

Cedar Mountain Advisors first reported a position in VFH in Q4 2019 and has held it in 28 quarters since. The position peaked at $19.5M in Q4 2025. 167 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Cedar Mountain Advisors held 143,861 shares of Vanguard Financials ETF worth $18.7M as of Q3 2026.
  • Cedar Mountain Advisors sold 2,697 Vanguard Financials ETF shares in Q3 2026, an estimated $374K.
  • Vanguard Financials ETF made up 3.17% of Cedar Mountain Advisors's portfolio in Q3 2026, its #8 holding.
  • Cedar Mountain Advisors first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Vanguard Financials ETF position peaked at $19.5M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.