PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard Financials ETF VFH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q2	$1.09M	Hold	8,304	–	–	0.29%	51
2026 Q1	$1M	Buy	8,304 +300	+4%	+$38.3K	0.3%	46
2025 Q4	$1.07M	Hold	8,004	–	–	0.32%	46
2025 Q3	$1.05M	Hold	8,004	–	–	0.33%	46
2025 Q2	$1.02M	Hold	8,004	–	–	0.34%	46
2025 Q1	$956K	Buy	8,004 +4,000	+100%	+$487K	0.36%	48
2024 Q4	$473K	Buy	4,004 +4,000	+100,000%	+$473K	0.19%	82
2024 Q3	$443	Hold	4	–	–	﹤0.01%	352
2024 Q2	$401	Hold	4	–	–	﹤0.01%	337
2024 Q1	$411	Buy	+4	New	+$384	﹤0.01%	329

Other funds holding VFH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VFH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 8,304 shares worth $1.09M. The position accounts for 0.29% of the portfolio, ranked #51.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VFH in Q1 2024 and has held it in 10 quarters since. 492 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 8,304 shares of Vanguard Financials ETF worth $1.09M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.29% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #51 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 10 quarters since.
492 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.