Highline Wealth Partners
VFH icon

Highline Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Highline Wealth Partners’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 		$115K Hold
881
– – 0.02% 172
2026
Q2 		$116K Buy
+881
New +$112K 0.02% 155

Other funds holding VFH

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Highline Wealth Partners's VFH Position: Q3 2026 in Review

Highline Wealth Partners held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 881 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #172.

Highline Wealth Partners first reported a position in VFH in Q2 2026 and has held it in 2 quarters since. The position peaked at $116K in Q2 2026. 655 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Highline Wealth Partners held 881 shares of Vanguard Financials ETF worth $115K as of Q3 2026.
  • Highline Wealth Partners left its Vanguard Financials ETF share count unchanged in Q3 2026.
  • Vanguard Financials ETF made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #172 holding.
  • Highline Wealth Partners first reported a position in Vanguard Financials ETF in Q2 2026 and has held it in 2 quarters since.
  • Highline Wealth Partners's Vanguard Financials ETF position peaked at $116K in Q2 2026.
  • 655 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.