CWM
VFH icon

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

Cornerstone 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 		$2.36M Buy
17,970
+501
+3% +$63.9K 0.1% 192
2026
Q1 		$2.11M Sell
17,469
-63
-0.4% -$8.03K 0.11% 181
2025
Q4 		$2.34M Buy
17,532
+8,878
+103% +$1.15M 0.12% 164
2025
Q3 		$1.14M Buy
8,654
+491
+6% +$63.6K 0.06% 257
2025
Q2 		$1.04M Buy
8,163
+260
+3% +$31K 0.06% 256
2025
Q1 		$944K Buy
7,903
+61
+0.8% +$7.43K 0.06% 254
2024
Q4 		$926K Buy
7,842
+178
+2% +$21.1K 0.06% 247
2024
Q3 		$842K Buy
7,664
+301
+4% +$31.9K 0.06% 246
2024
Q2 		$735K Buy
7,363
+582
+9% +$58.1K 0.06% 253
2024
Q1 		$694K Buy
6,781
+401
+6% +$38.5K 0.06% 262
2023
Q4 		$589K Sell
6,380
-683
-10% -$57.4K 0.05% 287
2023
Q3 		$567K Buy
7,063
+581
+9% +$48.6K 0.05% 271
2023
Q2 		$527K Sell
6,482
-13
-0.2% -$1.02K 0.05% 298
2023
Q1 		$506K Buy
+6,495
New +$549K 0.05% 282
2022
Q3 		$552K Buy
7,410
+310
+4% +$25.2K 0.06% 237
2022
Q2 		$548K Buy
7,100
+587
+9% +$49.6K 0.06% 241
2022
Q1 		$608K Buy
6,513
+663
+11% +$63.5K 0.06% 245
2021
Q4 		$568K Buy
5,850
+297
+5% +$28.9K 0.05% 262
2021
Q3 		$515K Sell
5,553
-18
-0.3% -$1.66K 0.05% 271
2021
Q2 		$504K Buy
5,571
+604
+12% +$54.6K 0.05% 279
2021
Q1 		$420K Buy
4,967
+558
+13% +$44.5K 0.05% 293
2020
Q4 		$321K Sell
4,409
-261
-6% -$17.2K 0.04% 324
2020
Q3 		$273K Sell
4,670
-1,363
-23% -$81K 0.04% 324
2020
Q2 		$345K Sell
6,033
-432
-7% -$24K 0.06% 260
2020
Q1 		$328K Sell
6,465
-375
-5% -$25.5K 0.06% 253
2019
Q4 		$522K Buy
6,840
+244
+4% +$17.8K 0.08% 203
2019
Q3 		$462K Buy
6,596
+231
+4% +$16K 0.08% 215
2019
Q2 		$438K Sell
6,365
-1,692
-21% -$115K 0.08% 225
2019
Q1 		$1.08M Buy
8,057
+569
+8% +$36.9K 0.13% 177
2018
Q4 		$443K Sell
7,488
-386,313
-98% -$25.1M 0.09% 211
2018
Q3 		$5.95M Sell
393,801
-86,708
-18% -$6.13M 0.07% 254
2018
Q2 		$7.08M Buy
480,509
+473,486
+6,742% +$33.1M 0.08% 255
2018
Q1 		$474K Buy
7,023
+775
+12% +$55.9K 0.09% 227
2017
Q4 		$446K Buy
6,248
+300
+5% +$20.3K 0.08% 234
2017
Q3 		$394K Buy
5,948
+388
+7% +$24.5K 0.08% 245
2017
Q2 		$348K Buy
5,560
+270
+5% +$16.3K 0.08% 243
2017
Q1 		$314K Buy
5,290
+1,732
+49% +$106K 0.08% 249
2016
Q4 		$213K Buy
+3,558
New +$194K 0.07% 261

Other funds holding VFH

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
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
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard Financials ETF (VFH) stake by 2.9% in Q2 2026, buying an estimated $63.9K and bringing the position to 17,970 shares worth $2.36M. The position accounts for 0.1% of the portfolio, ranked #192.

Cornerstone Wealth Management first reported a position in VFH in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.08M in Q2 2018. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Cornerstone Wealth Management held 17,970 shares of Vanguard Financials ETF worth $2.36M as of Q2 2026.
  • Cornerstone Wealth Management bought 501 Vanguard Financials ETF shares in Q2 2026, an estimated $63.9K.
  • Vanguard Financials ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Financials ETF in Q4 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's Vanguard Financials ETF position peaked at $7.08M in Q2 2018.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.