CX Institutional
VFH icon

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
Q3 		$102K Buy
781
+28
+4% +$3.88K ﹤0.01% 872
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

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's VFH Position: Q3 2026 in Review

CX Institutional increased its Vanguard Financials ETF (VFH) stake by 3.7% in Q3 2026, buying an estimated $3.88K and bringing the position to 781 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

CX Institutional first reported a position in VFH in Q3 2018 and has held it in 23 quarters since. The position peaked at $4.96M in Q3 2018. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • CX Institutional held 781 shares of Vanguard Financials ETF worth $102K as of Q3 2026.
  • CX Institutional bought 28 Vanguard Financials ETF shares in Q3 2026, an estimated $3.88K.
  • Vanguard Financials ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #872 holding.
  • CX Institutional first reported a position in Vanguard Financials ETF in Q3 2018 and has held it in 23 quarters since.
  • CX Institutional's Vanguard Financials ETF position peaked at $4.96M in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.