Fiduciary Alliance’s Vanguard Financials ETF VFH Stock Holding History

Fiduciary Alliance’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	$273K	Sell	2,095 -210	-9%	-$29.1K	0.02%	423
2026 Q2	$303K	Sell	2,305 -450	-16%	-$57.4K	0.02%	441
2026 Q1	$353K	Sell	2,755 -855	-24%	-$109K	0.02%	419
2025 Q4	$482K	Sell	3,610 -195	-5%	-$25.3K	0.03%	351
2025 Q3	$499K	Sell	3,805 -75	-2%	-$9.7K	0.03%	344
2025 Q2	$494K	Buy	+3,880	New	+$463K	0.04%	327
2023 Q4	–	Sell	-3,519	Closed	-$283K	–	194
2023 Q3	$283K	Hold	3,519	–	–	0.07%	140
2023 Q2	$286K	Hold	3,519	–	–	0.06%	133
2023 Q1	$274K	Hold	3,519	–	–	0.07%	121
2022 Q4	$291K	Buy	+3,519	New	+$291K	0.08%	116

Other funds holding VFH

LPL Financial San Diego, California $468B AUM 17.69% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Fiduciary Alliance's VFH Position: Q3 2026 in Review

Fiduciary Alliance reduced its Vanguard Financials ETF (VFH) stake by 9.1% in Q3 2026, selling an estimated $29.1K and leaving 2,095 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #423.

Fiduciary Alliance first reported a position in VFH in Q4 2022 and has held it in 10 quarters since. The position peaked at $499K in Q3 2025. 467 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Fiduciary Alliance held 2,095 shares of Vanguard Financials ETF worth $273K as of Q3 2026.
Fiduciary Alliance sold 210 Vanguard Financials ETF shares in Q3 2026, an estimated $29.1K.
Vanguard Financials ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #423 holding.
Fiduciary Alliance first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's Vanguard Financials ETF position peaked at $499K in Q3 2025.
467 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.