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 Q3	$205K	Sell	1,575 -207	-12%	-$28.7K	0.05%	219
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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Hoxton Planning & Management's VFH Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard Financials ETF (VFH) stake by 12% in Q3 2026, selling an estimated $28.7K and leaving 1,575 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #219.

Hoxton Planning & Management first reported a position in VFH in Q3 2024 and has held it in 9 quarters since. The position peaked at $468K in Q4 2024. 379 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Hoxton Planning & Management held 1,575 shares of Vanguard Financials ETF worth $205K as of Q3 2026.
Hoxton Planning & Management sold 207 Vanguard Financials ETF shares in Q3 2026, an estimated $28.7K.
Vanguard Financials ETF made up 0.05% of Hoxton Planning & Management's portfolio in Q3 2026, its #219 holding.
Hoxton Planning & Management first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's Vanguard Financials ETF position peaked at $468K in Q4 2024.
379 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.