CD
VFH icon

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
Q3 		$234K Buy
1,796
+1
+0.1% +$139 0.04% 218
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis's VFH Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Financials ETF (VFH) stake by 0.06% in Q3 2026, buying an estimated $139 and bringing the position to 1,796 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #218.

Chapin Davis first reported a position in VFH in Q1 2023 and has held it in 15 quarters since. The position peaked at $399K in Q4 2024. 40 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Chapin Davis held 1,796 shares of Vanguard Financials ETF worth $234K as of Q3 2026.
  • Chapin Davis bought 1 Vanguard Financials ETF share in Q3 2026, an estimated $139.
  • Vanguard Financials ETF made up 0.04% of Chapin Davis's portfolio in Q3 2026, its #218 holding.
  • Chapin Davis first reported a position in Vanguard Financials ETF in Q1 2023 and has held it in 15 quarters since.
  • Chapin Davis's Vanguard Financials ETF position peaked at $399K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.