Harbor Asset Planning
VFH icon

Harbor Asset Planning’s Vanguard Financials ETF VFH Stock Holding History

Harbor Asset Planning’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 		$82.9K Buy
637
+2
+0.3% +$277 0.06% 162
2026
Q2 		$83.6K Sell
635
-218
-26% -$27.8K 0.06% 164
2026
Q1 		$103K Buy
853
+83
+11% +$10.6K 0.09% 134
2025
Q4 		$103K Buy
770
+3
+0.4% +$390 0.09% 131
2025
Q3 		$101K Buy
767
+138
+22% +$17.9K 0.09% 135
2025
Q2 		$80.1K Buy
+629
New +$75K 0.08% 147

Other funds holding VFH

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Searcy Financial Services
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

Harbor Asset Planning's VFH Position: Q3 2026 in Review

Harbor Asset Planning increased its Vanguard Financials ETF (VFH) stake by 0.31% in Q3 2026, buying an estimated $277 and bringing the position to 637 shares worth $82.9K. The position accounts for 0.06% of the portfolio, ranked #162.

Harbor Asset Planning first reported a position in VFH in Q2 2025 and has held it in 6 quarters since. The position peaked at $103K in Q1 2026. 374 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Harbor Asset Planning held 637 shares of Vanguard Financials ETF worth $82.9K as of Q3 2026.
  • Harbor Asset Planning bought 2 Vanguard Financials ETF shares in Q3 2026, an estimated $277.
  • Vanguard Financials ETF made up 0.06% of Harbor Asset Planning's portfolio in Q3 2026, its #162 holding.
  • Harbor Asset Planning first reported a position in Vanguard Financials ETF in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Vanguard Financials ETF position peaked at $103K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.