High Point Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

High Point Wealth Management’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	–	Sell	-285	Closed	-$34.4K	–	260
2026 Q1	$34.4K	Sell	285 -1,281	-82%	-$163K	0.03%	161
2025 Q4	$209K	Buy	+1,566	New	+$203K	0.2%	87

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

High Point Wealth Management's VFH Position: Q2 2026 in Review

High Point Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 285 shares — an estimated $34.4K sold.

High Point Wealth Management first reported a position in VFH in Q4 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 492 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

High Point Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
High Point Wealth Management sold 285 Vanguard Financials ETF shares in Q2 2026, an estimated $34.4K.
High Point Wealth Management first reported a position in Vanguard Financials ETF in Q4 2025 and held it in 2 quarters.
High Point Wealth Management's Vanguard Financials ETF position peaked at $209K in Q4 2025.
492 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.