Hopwood Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Hopwood Financial Services’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	$1.29M	Buy	9,794 +392	+4%	+$50K	0.75%	25
2026 Q1	$1.14M	Sell	9,402 -89	-0.9%	-$11.3K	0.77%	25
2025 Q4	$1.27M	Buy	9,491 +200	+2%	+$26K	0.89%	24
2025 Q3	$1.22M	Buy	9,291 +75	+0.8%	+$9.71K	0.82%	23
2025 Q2	$1.17M	Sell	9,216 -350	-4%	-$41.7K	0.92%	19
2025 Q1	$1.14M	Buy	9,566 +255	+3%	+$31.1K	0.88%	21
2024 Q4	$1.1M	Buy	+9,311	New	+$1.1M	0.83%	22

Other funds holding VFH

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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

TCOO

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SFS

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

MPWT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hopwood Financial Services's VFH Position: Q2 2026 in Review

Hopwood Financial Services increased its Vanguard Financials ETF (VFH) stake by 4.2% in Q2 2026, buying an estimated $50K and bringing the position to 9,794 shares worth $1.29M. The position accounts for 0.75% of the portfolio, ranked #25.

Hopwood Financial Services first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Hopwood Financial Services held 9,794 shares of Vanguard Financials ETF worth $1.29M as of Q2 2026.
Hopwood Financial Services bought 392 Vanguard Financials ETF shares in Q2 2026, an estimated $50K.
Vanguard Financials ETF made up 0.75% of Hopwood Financial Services's portfolio in Q2 2026, its #25 holding.
Hopwood Financial Services first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
352 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.