CX Institutional’s Vanguard Financials ETF VFH Stock Holding History

CX Institutional’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	$99K	Sell	753 -563	-43%	-$71.8K	﹤0.01%	864
2026 Q1	$159K	Sell	1,316 -16,814	-93%	-$2.14M	﹤0.01%	778
2025 Q4	$2.42M	Buy	18,130 +17,831	+5,964%	+$2.32M	0.07%	185
2025 Q3	$39K	Sell	299 -1,561	-84%	-$202K	﹤0.01%	985
2025 Q2	$237K	Buy	1,860 +1,833	+6,789%	+$219K	0.01%	569
2025 Q1	$3K	Buy	+27	New	+$3.29K	﹤0.01%	1121
2023 Q4	–	Sell	-6,013	Closed	-$483K	–	572
2023 Q3	$483K	Sell	6,013 -22,362	-79%	-$1.87M	0.03%	332
2023 Q2	$2.31M	Buy	28,375 +445	+2%	+$34.9K	0.12%	200
2023 Q1	$2.17M	Buy	+27,930	New	+$2.36M	0.12%	212
2022 Q4	–	Sell	-5,613	Closed	-$418K	–	574
2022 Q3	$418K	Sell	5,613 -11,231	-67%	-$913K	0.03%	358
2022 Q2	$1.3M	Sell	16,844 -1,976	-10%	-$167K	0.1%	221
2022 Q1	$1.76M	Buy	+18,820	New	+$1.8M	0.14%	170
2021 Q4	–	Sell	-209	Closed	-$19K	–	872
2021 Q3	$19K	Buy	209 +73	+54%	+$6.73K	﹤0.01%	750
2021 Q2	$12K	Sell	136 -71	-34%	-$6.42K	﹤0.01%	818
2021 Q1	$17K	Buy	+207	New	+$16.5K	﹤0.01%	702
2020 Q4	–	Sell	-149	Closed	-$9K	–	917
2020 Q3	$9K	Buy	149 +137	+1,142%	+$8.15K	﹤0.01%	690
2020 Q2	$1K	Buy	+12	New	+$667	﹤0.01%	844
2019 Q4	–	Sell	-1,500	Closed	-$105K	–	773
2019 Q3	$105K	Sell	1,500 -10	-0.7%	-$691	0.02%	241
2019 Q2	$104K	Sell	1,510 -7	-0.5%	-$475	0.02%	269
2019 Q1	$98K	Buy	1,517 +239	+19%	+$15.5K	0.02%	277
2018 Q4	$76K	Sell	1,278 -70,162	-98%	-$4.55M	0.02%	225
2018 Q3	$4.96M	Buy	+71,440	New	+$5.05M	1.64%	21

Other funds holding VFH

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return