EPG Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

EPG Wealth Management’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	$13.4K	Hold	103	–	–	﹤0.01%	276
2026 Q2	$13.6K	Hold	103	–	–	﹤0.01%	272
2026 Q1	$12.4K	Hold	103	–	–	﹤0.01%	275
2025 Q4	$13.7K	Hold	103	–	–	﹤0.01%	267
2025 Q3	$13.5K	Hold	103	–	–	﹤0.01%	268
2025 Q2	$13.1K	Hold	103	–	–	﹤0.01%	263
2025 Q1	$12.3K	Hold	103	–	–	﹤0.01%	363
2024 Q4	$12.2K	Hold	103	–	–	﹤0.01%	366
2024 Q3	$11.3K	Buy	+103	New	+$10.9K	﹤0.01%	368
2024 Q2	–	Sell	-103	Closed	-$10.3K	–	392
2024 Q1	$10.5K	Hold	103	–	–	﹤0.01%	386
2023 Q4	$9.7K	Hold	103	–	–	﹤0.01%	371
2023 Q3	$8.27K	Hold	103	–	–	﹤0.01%	375
2023 Q2	$8.37K	Hold	103	–	–	﹤0.01%	366
2023 Q1	$8.02K	Hold	103	–	–	﹤0.01%	375
2022 Q4	$8.52K	Hold	103	–	–	﹤0.01%	338
2022 Q3	$8K	Buy	+103	New	+$8.38K	﹤0.01%	346
2022 Q2	–	Sell	-103	Closed	-$10K	–	389
2022 Q1	$10K	Hold	103	–	–	﹤0.01%	354
2021 Q4	$10K	Hold	103	–	–	﹤0.01%	361
2021 Q3	$10K	Buy	+103	New	+$9.5K	﹤0.01%	335

Other funds holding VFH

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 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

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

EPG Wealth Management's VFH Position: Q3 2026 in Review

EPG Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 103 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

EPG Wealth Management first reported a position in VFH in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.7K in Q4 2025. 528 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

EPG Wealth Management held 103 shares of Vanguard Financials ETF worth $13.4K as of Q3 2026.
EPG Wealth Management left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #276 holding.
EPG Wealth Management first reported a position in Vanguard Financials ETF in Q3 2021 and has held it in 19 quarters since.
EPG Wealth Management's Vanguard Financials ETF position peaked at $13.7K in Q4 2025.
528 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.