DecisionPoint Financial’s Vanguard Financials ETF VFH Stock Holding History

DecisionPoint Financial’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	$22K	Hold	169	–	–	﹤0.01%	194
2026 Q2	$22.7K	Hold	169	–	–	﹤0.01%	154
2026 Q1	$20.4K	Hold	169	–	–	﹤0.01%	144
2025 Q4	$22.6K	Hold	169	–	–	0.01%	129
2025 Q3	$22K	Hold	169	–	–	0.01%	110
2025 Q2	$21.7K	Hold	169	–	–	0.01%	121
2025 Q1	$20.2K	Hold	169	–	–	0.01%	125
2024 Q4	$20K	Hold	169	–	–	0.01%	124
2024 Q3	$18.6K	Hold	169	–	–	0.01%	128
2024 Q2	$18.1K	Hold	169	–	–	0.01%	128
2024 Q1	$16.7K	Hold	169	–	–	0.01%	131
2023 Q4	$15.6K	Hold	169	–	–	0.01%	115
2023 Q3	$13.6K	Hold	169	–	–	0.01%	109
2023 Q2	$13.7K	Hold	169	–	–	0.01%	107
2023 Q1	$13.2K	Sell	169 -91	-35%	-$7.7K	0.01%	99
2022 Q4	$21.5K	Buy	+260	New	+$21.5K	0.01%	86

Other funds holding VFH

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

DecisionPoint Financial's VFH Position: Q3 2026 in Review

DecisionPoint Financial held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 169 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

DecisionPoint Financial first reported a position in VFH in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.7K in Q2 2026. 283 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

DecisionPoint Financial held 169 shares of Vanguard Financials ETF worth $22K as of Q3 2026.
DecisionPoint Financial left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #194 holding.
DecisionPoint Financial first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Vanguard Financials ETF position peaked at $22.7K in Q2 2026.
283 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.