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 Q2	$116K	Buy	+881	New	+$112K	0.02%	155

Other funds holding VFH

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Highline Wealth Partners's VFH Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 881 shares worth $116K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

145 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Highline Wealth Partners held 881 shares of Vanguard Financials ETF worth $116K as of Q2 2026.
Vanguard Financials ETF was a new Highline Wealth Partners position in Q2 2026.
Vanguard Financials ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #155 holding.
145 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.