CWM
VFH icon

CMH Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

CMH Wealth Management’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 		$19.8M Buy
150,808
+5,524
+4% +$705K 3.03% 8
2026
Q1 		$17.6M Buy
145,284
+13,115
+10% +$1.67M 3.01% 8
2025
Q4 		$17.6M Buy
132,169
+211
+0.2% +$27.4K 3.78% 7
2025
Q3 		$17.3M Sell
131,958
-2,030
-2% -$263K 3.69% 7
2025
Q2 		$17.1M Sell
133,988
-1,368
-1% -$163K 3.97% 5
2025
Q1 		$16.2M Sell
135,356
-2,511
-2% -$306K 4.05% 5
2024
Q4 		$16.3M Buy
137,867
+1,701
+1% +$201K 3.73% 6
2024
Q3 		$15M Sell
136,166
-709
-0.5% -$75.1K 3.54% 6
2024
Q2 		$13.7M Buy
136,875
+1,352
+1% +$135K 3.38% 7
2024
Q1 		$13.9M Sell
135,523
-9,455
-7% -$907K 3.53% 7
2023
Q4 		$13.4M Buy
144,978
+1,727
+1% +$145K 3.24% 8
2023
Q3 		$11.6M Buy
143,251
+3,683
+3% +$308K 3.24% 8
2023
Q2 		$11.3M Buy
139,568
+3,897
+3% +$306K 3.05% 10
2023
Q1 		$10.6M Buy
135,671
+4,608
+4% +$390K 3.05% 10
2022
Q4 		$10.8M Buy
131,063
+756
+0.6% +$62.5K 3.48% 7
2022
Q3 		$9.7M Buy
130,307
+4,524
+4% +$368K 3.56% 6
2022
Q2 		$9.71M Buy
125,783
+8,722
+7% +$736K 3.51% 7
2022
Q1 		$10.9M Sell
117,061
-25,545
-18% -$2.45M 3.36% 7
2021
Q4 		$13.8M Buy
142,606
+4,123
+3% +$402K 4.15% 7
2021
Q3 		$12.8M Buy
138,483
+3,701
+3% +$341K 4.21% 6
2021
Q2 		$12.2M Buy
134,782
+2,907
+2% +$263K 4.07% 6
2021
Q1 		$11.1M Sell
131,875
-1,645
-1% -$131K 4.2% 7
2020
Q4 		$9.73M Sell
133,520
-65,608
-33% -$4.33M 3.56% 7
2020
Q3 		$11.6M Buy
199,128
+4,065
+2% +$242K 4.99% 5
2020
Q2 		$11.2M Buy
195,063
+34,788
+22% +$1.93M 5.33% 5
2020
Q1 		$8.13M Buy
160,275
+105,050
+190% +$7.15M 4.75% 5
2019
Q4 		$4.21M Sell
55,225
-590
-1% -$43.1K 2.16% 13
2019
Q3 		$3.91M Sell
55,815
-6,525
-10% -$451K 2.21% 12
2019
Q2 		$4.3M Buy
62,340
+1,940
+3% +$132K 2.52% 10
2019
Q1 		$3.9M Buy
60,400
+6,825
+13% +$443K 2.36% 12
2018
Q4 		$3.18M Sell
53,575
-10,350
-16% -$672K 1.92% 15
2018
Q3 		$4.44M Buy
63,925
+5,430
+9% +$384K 2.32% 14
2018
Q2 		$3.97M Sell
58,495
-24,660
-30% -$1.72M 2.27% 13
2018
Q1 		$5.65M Sell
83,155
-745
-0.9% -$53.7K 3.81% 5
2017
Q4 		$5.87M Buy
83,900
+250
+0.3% +$16.9K 3.89% 4
2017
Q3 		$5.51M Buy
83,650
+3,660
+5% +$231K 4.09% 4
2017
Q2 		$5.05M Buy
79,990
+1,265
+2% +$76.4K 4.02% 7
2017
Q1 		$4.65M Buy
78,725
+3,470
+5% +$211K 3.64% 6
2016
Q4 		$4.44M Buy
+75,255
New +$4.11M 3.88% 4

Other funds holding VFH

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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

CMH Wealth Management's VFH Position: Q2 2026 in Review

CMH Wealth Management increased its Vanguard Financials ETF (VFH) stake by 3.8% in Q2 2026, buying an estimated $705K and bringing the position to 150,808 shares worth $19.8M. The position accounts for 3.03% of the portfolio, ranked #8.

CMH Wealth Management first reported a position in VFH in Q4 2016 and has held it in 39 quarters since. 122 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • CMH Wealth Management held 150,808 shares of Vanguard Financials ETF worth $19.8M as of Q2 2026.
  • CMH Wealth Management bought 5,524 Vanguard Financials ETF shares in Q2 2026, an estimated $705K.
  • Vanguard Financials ETF made up 3.03% of CMH Wealth Management's portfolio in Q2 2026, its #8 holding.
  • CMH Wealth Management first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 39 quarters since.
  • 122 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.