Dynamic Advisor Solutions’s Vanguard Financials ETF VFH Stock Holding History

Dynamic Advisor Solutions’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	$222K	Buy	1,708 +140	+9%	+$19.4K	0.01%	946
2026 Q2	$206K	Buy	+1,568	New	+$200K	0.01%	995
2024 Q3	–	Sell	-6,528	Closed	-$652K	–	1006
2024 Q2	$652K	Sell	6,528 -48	-0.7%	-$4.79K	0.02%	562
2024 Q1	$673K	Buy	6,576 +183	+3%	+$17.6K	0.02%	534
2023 Q4	$589K	Sell	6,393 -575	-8%	-$48.3K	0.02%	535
2023 Q3	$560K	Buy	6,968 +59	+0.9%	+$4.93K	0.03%	488
2023 Q2	$561K	Buy	+6,909	New	+$542K	0.03%	458

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

AIC

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

CMA

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

TCOO

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

SFS

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 Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

FGWP

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Dynamic Advisor Solutions's VFH Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Financials ETF (VFH) stake by 8.9% in Q3 2026, buying an estimated $19.4K and bringing the position to 1,708 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #946.

Dynamic Advisor Solutions first reported a position in VFH in Q2 2023 and has held it in 7 quarters since. The position peaked at $673K in Q1 2024. 142 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Dynamic Advisor Solutions held 1,708 shares of Vanguard Financials ETF worth $222K as of Q3 2026.
Dynamic Advisor Solutions bought 140 Vanguard Financials ETF shares in Q3 2026, an estimated $19.4K.
Vanguard Financials ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #946 holding.
Dynamic Advisor Solutions first reported a position in Vanguard Financials ETF in Q2 2023 and has held it in 7 quarters since.
Dynamic Advisor Solutions's Vanguard Financials ETF position peaked at $673K in Q1 2024.
142 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.