GLLW
VFH icon

Graves Light Lenhart Wealth’s Vanguard Financials ETF VFH Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-1,910
Closed -$251K – 207
2026
Q2 		$251K Hold
1,910
– – 0.02% 179
2026
Q1 		$231K Hold
1,910
– – 0.02% 176
2025
Q4 		$255K Buy
1,910
+3
+0.2% +$390 0.03% 165
2025
Q3 		$250K Buy
1,907
+2
+0.1% +$259 0.03% 166
2025
Q2 		$243K Buy
1,905
+1
+0.1% +$119 0.03% 168
2025
Q1 		$227K Buy
1,904
+2
+0.1% +$244 0.03% 166
2024
Q4 		$225K Buy
1,902
+6
+0.3% +$710 0.03% 168
2024
Q3 		$208K Buy
+1,896
New +$201K 0.03% 177
2022
Q3 		– Sell
-1,943
Closed -$150K – 588
2022
Q2 		$150K Sell
1,943
-560
-22% -$47.3K 0.02% 190
2022
Q1 		$234K Buy
2,503
+2
+0.1% +$192 0.03% 161
2021
Q4 		$242K Buy
2,501
+568
+29% +$55.3K 0.03% 175
2021
Q3 		$179K Sell
1,933
-43
-2% -$3.97K 0.03% 190
2021
Q2 		$179K Sell
1,976
-76
-4% -$6.87K 0.03% 190
2021
Q1 		$173K Sell
2,052
-35
-2% -$2.79K 0.03% 195
2020
Q4 		$152K Buy
+2,087
New +$138K 0.03% 200

Other funds holding VFH

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ZRP
Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Graves Light Lenhart Wealth's VFH Position: Q3 2026 in Review

Graves Light Lenhart Wealth sold out of Vanguard Financials ETF (VFH) in Q3 2026, closing a stake of 1,910 shares — an estimated $251K sold.

Graves Light Lenhart Wealth first reported a position in VFH in Q4 2020 and held it in 15 quarters. The position peaked at $255K in Q4 2025. 40 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Graves Light Lenhart Wealth reported no remaining Vanguard Financials ETF position as of Q3 2026 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,910 Vanguard Financials ETF shares in Q3 2026, an estimated $251K.
  • Graves Light Lenhart Wealth first reported a position in Vanguard Financials ETF in Q4 2020 and held it in 15 quarters.
  • Graves Light Lenhart Wealth's Vanguard Financials ETF position peaked at $255K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.