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Concurrent Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Concurrent Investment 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 		$4.48M Sell
34,065
-660
-2% -$84.2K 0.04% 464
2026
Q1 		$4.2M Sell
34,725
-2,037
-6% -$260K 0.05% 397
2025
Q4 		$4.91M Buy
36,762
+706
+2% +$91.7K 0.06% 333
2025
Q3 		$4.73M Sell
36,056
-3,709
-9% -$480K 0.08% 253
2025
Q2 		$5.06M Sell
39,765
-50
-0.1% -$5.96K 0.1% 220
2025
Q1 		$4.76M Buy
39,815
+8,910
+29% +$1.09M 0.12% 192
2024
Q4 		$3.65M Sell
30,905
-1,656
-5% -$196K 0.1% 213
2024
Q3 		$3.58M Sell
32,561
-1,236
-4% -$131K 0.11% 203
2024
Q2 		$3.38M Sell
33,797
-4,277
-11% -$427K 0.11% 188
2024
Q1 		$3.9M Sell
38,074
-7,966
-17% -$764K 0.16% 144
2023
Q4 		$4.25M Buy
+46,040
New +$3.87M 0.2% 118

Other funds holding VFH

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 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
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

Concurrent Investment Advisors's VFH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 1.9% in Q2 2026, selling an estimated $84.2K and leaving 34,065 shares worth $4.48M. The position accounts for 0.04% of the portfolio, ranked #464.

Concurrent Investment Advisors first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06M in Q2 2025. 258 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Concurrent Investment Advisors held 34,065 shares of Vanguard Financials ETF worth $4.48M as of Q2 2026.
  • Concurrent Investment Advisors sold 660 Vanguard Financials ETF shares in Q2 2026, an estimated $84.2K.
  • Vanguard Financials ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #464 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Vanguard Financials ETF position peaked at $5.06M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.