Hazlett, Burt & Watson’s Vanguard Financials ETF VFH Stock Holding History

Hazlett, Burt & Watson’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	$58K	Hold	446	–	–	0.02%	438
2026 Q2	$59K	Hold	446	–	–	0.02%	437
2026 Q1	$54K	Hold	446	–	–	0.02%	436
2025 Q4	$60K	Buy	446 +304	+214%	+$39.5K	0.02%	415
2025 Q3	$19K	Hold	142	–	–	0.01%	574
2025 Q2	$18K	Sell	142 -109	-43%	-$13K	0.01%	520
2025 Q1	$30K	Hold	251	–	–	0.01%	435
2024 Q4	$30K	Hold	251	–	–	0.01%	422
2024 Q3	$28K	Hold	251	–	–	0.01%	429
2024 Q2	$25K	Hold	251	–	–	0.01%	422
2024 Q1	$26K	Hold	251	–	–	0.02%	403
2023 Q4	$23K	Hold	251	–	–	0.02%	405
2023 Q3	$20K	Buy	251 +1	+0.4%	+$84	0.01%	418
2023 Q2	$21K	Hold	250	–	–	0.02%	409
2023 Q1	$19K	Buy	250 +1	+0.4%	+$85	0.02%	396
2022 Q4	$21K	Sell	249 -1,105	-82%	-$91.3K	0.02%	384
2022 Q3	$101K	Hold	1,354	–	–	0.1%	183
2022 Q2	$105K	Buy	1,354 +7	+0.5%	+$591	0.1%	191
2022 Q1	$126K	Buy	+1,347	New	+$129K	0.1%	188

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

Hazlett, Burt & Watson's VFH Position: Q3 2026 in Review

Hazlett, Burt & Watson held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 446 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #438.

Hazlett, Burt & Watson first reported a position in VFH in Q1 2022 and has held it in 19 quarters since. The position peaked at $126K in Q1 2022. 484 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Hazlett, Burt & Watson held 446 shares of Vanguard Financials ETF worth $58K as of Q3 2026.
Hazlett, Burt & Watson left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #438 holding.
Hazlett, Burt & Watson first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 19 quarters since.
Hazlett, Burt & Watson's Vanguard Financials ETF position peaked at $126K in Q1 2022.
484 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.