Integral Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Integral Investment Advisors’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	$373K	Hold	2,835	–	–	0.08%	132
2026 Q1	$342K	Hold	2,835	–	–	0.09%	132
2025 Q4	$378K	Hold	2,835	–	–	0.09%	125
2025 Q3	$372K	Hold	2,835	–	–	0.1%	113
2025 Q2	$361K	Hold	2,835	–	–	0.1%	118
2025 Q1	$339K	Hold	2,835	–	–	0.11%	118
2024 Q4	$335K	Hold	2,835	–	–	0.11%	119
2024 Q3	$312K	Buy	+2,835	New	+$300K	0.1%	127

Other funds holding VFH

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

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return