Fischer Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Fischer Financial Services’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	$1.02M	Sell	7,848 -15	-0.2%	-$2.08K	0.25%	47
2026 Q2	$1.03M	Sell	7,863 -2,135	-21%	-$272K	0.26%	50
2026 Q1	$1.21M	Buy	9,998 +240	+2%	+$30.6K	0.41%	41
2025 Q4	$1.3M	Sell	9,758 -370	-4%	-$48.1K	0.34%	47
2025 Q3	$1.33M	Sell	10,128 -1,062	-9%	-$138K	0.36%	48
2025 Q2	$1.41M	Sell	11,190 -475	-4%	-$56.6K	0.41%	41
2025 Q1	$1.39M	Sell	11,665 -50	-0.4%	-$6.09K	0.45%	41
2024 Q4	$1.38M	Buy	+11,715	New	+$1.39M	0.44%	38

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

Fischer Financial Services's VFH Position: Q3 2026 in Review

Fischer Financial Services reduced its Vanguard Financials ETF (VFH) stake by 0.19% in Q3 2026, selling an estimated $2.08K and leaving 7,848 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #47.

Fischer Financial Services first reported a position in VFH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q2 2025. 374 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Fischer Financial Services held 7,848 shares of Vanguard Financials ETF worth $1.02M as of Q3 2026.
Fischer Financial Services sold 15 Vanguard Financials ETF shares in Q3 2026, an estimated $2.08K.
Vanguard Financials ETF made up 0.25% of Fischer Financial Services's portfolio in Q3 2026, its #47 holding.
Fischer Financial Services first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 8 quarters since.
Fischer Financial Services's Vanguard Financials ETF position peaked at $1.41M in Q2 2025.
374 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.