Courier Capital’s Vanguard Financials ETF VFH Stock Holding History

Courier Capital’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	$270K	Sell	2,054 -22	-1%	-$2.81K	0.01%	354
2026 Q1	$251K	Sell	2,076 -300	-13%	-$38.3K	0.01%	348
2025 Q4	$317K	Hold	2,376	–	–	0.02%	317
2025 Q3	$312K	Sell	2,376 -38	-2%	-$4.92K	0.02%	322
2025 Q2	$307K	Hold	2,414	–	–	0.02%	325
2025 Q1	$288K	Hold	2,414	–	–	0.02%	315
2024 Q4	$285K	Sell	2,414 -24	-1%	-$2.84K	0.02%	310
2024 Q3	$268K	Sell	2,438 -735	-23%	-$77.9K	0.02%	308
2024 Q2	$317K	Hold	3,173	–	–	0.03%	272
2024 Q1	$325K	Sell	3,173 -390	-11%	-$37.4K	0.02%	290
2023 Q4	$329K	Hold	3,563	–	–	0.03%	285
2023 Q3	$286K	Buy	3,563 +234	+7%	+$19.6K	0.02%	295
2023 Q2	$270K	Sell	3,329 -61	-2%	-$4.79K	0.02%	314
2023 Q1	$264K	Hold	3,390	–	–	0.03%	246
2022 Q4	$280K	Hold	3,390	–	–	0.03%	238
2022 Q3	$252K	Hold	3,390	–	–	0.03%	241
2022 Q2	$262K	Hold	3,390	–	–	0.03%	237
2022 Q1	$317K	Sell	3,390 -800	-19%	-$76.6K	0.03%	230
2021 Q4	$405K	Sell	4,190 -500	-11%	-$48.7K	0.04%	210
2021 Q3	$435K	Hold	4,690	–	–	0.04%	200
2021 Q2	$424K	Hold	4,690	–	–	0.04%	202
2021 Q1	$396K	Hold	4,690	–	–	0.04%	207
2020 Q4	$342K	Hold	4,690	–	–	0.04%	215
2020 Q3	$289K	Hold	4,690	–	–	0.03%	224
2020 Q2	$265K	Hold	4,690	–	–	0.03%	232
2020 Q1	$242K	Hold	4,690	–	–	0.04%	223
2019 Q4	$360K	Hold	4,690	–	–	0.04%	201
2019 Q3	$315K	Hold	4,690	–	–	0.04%	208
2019 Q2	$324K	Sell	4,690 -250	-5%	-$17K	0.04%	208
2019 Q1	$319K	Hold	4,940	–	–	0.04%	207
2018 Q4	$293K	Hold	4,940	–	–	0.04%	201
2018 Q3	$343K	Hold	4,940	–	–	0.04%	213
2018 Q2	$333K	Hold	4,940	–	–	0.04%	222
2018 Q1	$343K	Hold	4,940	–	–	0.05%	213
2017 Q4	$346K	Hold	4,940	–	–	0.04%	211
2017 Q3	$323K	Buy	+4,940	New	+$312K	0.05%	205

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Courier Capital's VFH Position: Q2 2026 in Review

Courier Capital reduced its Vanguard Financials ETF (VFH) stake by 1.1% in Q2 2026, selling an estimated $2.81K and leaving 2,054 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #354.

Courier Capital first reported a position in VFH in Q3 2017 and has held it in 36 quarters since. The position peaked at $435K in Q3 2021. 353 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Courier Capital held 2,054 shares of Vanguard Financials ETF worth $270K as of Q2 2026.
Courier Capital sold 22 Vanguard Financials ETF shares in Q2 2026, an estimated $2.81K.
Vanguard Financials ETF made up 0.01% of Courier Capital's portfolio in Q2 2026, its #354 holding.
Courier Capital first reported a position in Vanguard Financials ETF in Q3 2017 and has held it in 36 quarters since.
Courier Capital's Vanguard Financials ETF position peaked at $435K in Q3 2021.
353 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.