Howard Wealth Management
VFH icon

Howard Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Howard 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
Q3 		$856K Buy
6,580
+15
+0.2% +$2.08K 0.31% 66
2026
Q2 		$864K Sell
6,565
-142
-2% -$18.1K 0.32% 66
2026
Q1 		$810K Buy
6,707
+47
+0.7% +$5.99K 0.34% 64
2025
Q4 		$889K Sell
6,660
-87
-1% -$11.3K 0.39% 60
2025
Q3 		$886K Buy
6,747
+46
+0.7% +$5.96K 0.41% 63
2025
Q2 		$853K Sell
6,701
-29
-0.4% -$3.46K 0.43% 63
2025
Q1 		$804K Buy
6,730
+160
+2% +$19.5K 0.45% 58
2024
Q4 		$776K Buy
6,570
+739
+13% +$87.4K 0.42% 60
2024
Q3 		$641K Sell
5,831
-72
-1% -$7.63K 0.37% 62
2024
Q2 		$590K Buy
5,903
+1,120
+23% +$112K 0.47% 52
2024
Q1 		$490K Sell
4,783
-116
-2% -$11.1K 0.4% 56
2023
Q4 		$452K Sell
4,899
-235
-5% -$19.7K 0.38% 58
2023
Q3 		$412K Sell
5,134
-182
-3% -$15.2K 0.38% 58
2023
Q2 		$432K Sell
5,316
-450
-8% -$35.3K 0.37% 58
2023
Q1 		$449K Buy
5,766
+407
+8% +$34.4K 0.37% 64
2022
Q4 		$443K Buy
5,359
+920
+21% +$76K 0.36% 65
2022
Q3 		$330K Buy
+4,439
New +$361K 0.23% 83
2022
Q2 		– Sell
-4,167
Closed -$389K – 124
2022
Q1 		$389K Buy
4,167
+888
+27% +$85K 0.21% 88
2021
Q4 		$316K Buy
3,279
+954
+41% +$93K 0.17% 103
2021
Q3 		$215K Buy
+2,325
New +$214K 0.12% 119
2020
Q1 		– Sell
-965
Closed -$73K – 484
2019
Q4 		$73K Buy
+965
New +$70.4K 0.06% 164

Other funds holding VFH

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Howard Wealth Management's VFH Position: Q3 2026 in Review

Howard Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.23% in Q3 2026, buying an estimated $2.08K and bringing the position to 6,580 shares worth $856K. The position accounts for 0.31% of the portfolio, ranked #66.

Howard Wealth Management first reported a position in VFH in Q4 2019 and has held it in 21 quarters since. The position peaked at $889K in Q4 2025. 333 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Howard Wealth Management held 6,580 shares of Vanguard Financials ETF worth $856K as of Q3 2026.
  • Howard Wealth Management bought 15 Vanguard Financials ETF shares in Q3 2026, an estimated $2.08K.
  • Vanguard Financials ETF made up 0.31% of Howard Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Howard Wealth Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 21 quarters since.
  • Howard Wealth Management's Vanguard Financials ETF position peaked at $889K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.