Independence Bank of Kentucky’s Vanguard Financials ETF VFH Stock Holding History

Independence Bank of Kentucky’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	$132K	Sell	1,000 -150	-13%	-$19.1K	0.01%	314
2026 Q1	$139K	Sell	1,150 -50	-4%	-$6.38K	0.02%	309
2025 Q4	$160K	Sell	1,200 -36	-3%	-$4.68K	0.02%	306
2025 Q3	$162K	Hold	1,236	–	–	0.02%	305
2025 Q2	$157K	Hold	1,236	–	–	0.02%	306
2025 Q1	$148K	Sell	1,236 -64	-5%	-$7.8K	0.02%	308
2024 Q4	$153K	Sell	1,300 -236	-15%	-$27.9K	0.02%	304
2024 Q3	$169K	Buy	+1,536	New	+$163K	0.04%	274

Other funds holding VFH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TWC

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIC

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independence Bank of Kentucky's VFH Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Vanguard Financials ETF (VFH) stake by 13% in Q2 2026, selling an estimated $19.1K and leaving 1,000 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #314.

Independence Bank of Kentucky first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $169K in Q3 2024. 468 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Independence Bank of Kentucky held 1,000 shares of Vanguard Financials ETF worth $132K as of Q2 2026.
Independence Bank of Kentucky sold 150 Vanguard Financials ETF shares in Q2 2026, an estimated $19.1K.
Vanguard Financials ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #314 holding.
Independence Bank of Kentucky first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Independence Bank of Kentucky's Vanguard Financials ETF position peaked at $169K in Q3 2024.
468 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.