Chapin Davis’s Vanguard Financials ETF VFH Stock Holding History

Chapin Davis’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	$236K	Buy	1,795 +2	+0.1%	+$255	0.04%	223
2026 Q1	$217K	Buy	1,793 +1	+0.1%	+$128	0.05%	242
2025 Q4	$239K	Hold	1,792	–	–	0.06%	213
2025 Q3	$235K	Sell	1,792 -214	-11%	-$27.7K	0.06%	213
2025 Q2	$255K	Hold	2,006	–	–	0.07%	193
2025 Q1	$240K	Sell	2,006 -1,627	-45%	-$198K	0.08%	182
2024 Q4	$399K	Hold	3,633	–	–	0.13%	144
2024 Q3	$399K	Buy	3,633 +1	+0%	+$106	0.13%	145
2024 Q2	$363K	Hold	3,632	–	–	0.12%	149
2024 Q1	$372K	Buy	3,632 +31	+0.9%	+$2.97K	0.14%	151
2023 Q4	$332K	Buy	3,601 +2	+0.1%	+$168	0.14%	145
2023 Q3	$289K	Buy	3,599 +1	+0%	+$84	0.14%	145
2023 Q2	$292K	Buy	3,598 +27	+0.8%	+$2.12K	0.14%	151
2023 Q1	$278K	Buy	+3,571	New	+$302K	0.14%	156

Other funds holding VFH

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM