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Hoxton Planning & Management’s Vanguard Financials ETF VFH Stock Holding History

Hoxton Planning & 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 		$235K Hold
1,782
– – 0.06% 209
2026
Q1 		$215K Sell
1,782
-444
-20% -$56.6K 0.06% 206
2025
Q4 		$297K Sell
2,226
-190
-8% -$24.7K 0.09% 160
2025
Q3 		$317K Sell
2,416
-200
-8% -$25.9K 0.1% 151
2025
Q2 		$333K Sell
2,616
-189
-7% -$22.5K 0.12% 145
2025
Q1 		$335K Sell
2,805
-1,157
-29% -$141K 0.13% 137
2024
Q4 		$468K Hold
3,962
– – 0.18% 110
2024
Q3 		$435K Buy
+3,962
New +$420K 0.17% 112

Other funds holding VFH

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
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
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Hoxton Planning & Management's VFH Position: Q2 2026 in Review

Hoxton Planning & Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,782 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #209.

Hoxton Planning & Management first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $468K in Q4 2024. 165 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Hoxton Planning & Management held 1,782 shares of Vanguard Financials ETF worth $235K as of Q2 2026.
  • Hoxton Planning & Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #209 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
  • Hoxton Planning & Management's Vanguard Financials ETF position peaked at $468K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.