JF
VFH icon

Joule Financial’s Vanguard Financials ETF VFH Stock Holding History

Joule Financial’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 		$3.86M Sell
29,304
-1,114
-4% -$142K 1.05% 15
2026
Q1 		$3.67M Buy
30,418
+6,913
+29% +$882K 1.07% 13
2025
Q4 		$3.14M Sell
23,505
-1,553
-6% -$202K 0.94% 18
2025
Q3 		$3.29M Sell
25,058
-632
-2% -$81.8K 0.99% 18
2025
Q2 		$3.27M Buy
25,690
+664
+3% +$79.2K 1.06% 17
2025
Q1 		$2.99M Sell
25,026
-18
-0.1% -$2.19K 1.05% 14
2024
Q4 		$2.96M Buy
25,044
+929
+4% +$110K 1.05% 13
2024
Q3 		$2.66M Sell
24,115
-7,025
-23% -$744K 0.97% 14
2024
Q2 		$3.12M Buy
31,140
+8,611
+38% +$860K 1.27% 13
2024
Q1 		$2.31M Sell
22,529
-1,823
-7% -$175K 0.95% 15
2023
Q4 		$2.25M Sell
24,352
-701
-3% -$58.9K 1.04% 11
2023
Q3 		$2.02M Buy
25,053
+1,065
+4% +$89K 1.03% 11
2023
Q2 		$1.96M Sell
23,988
-15,512
-39% -$1.22M 1.01% 13
2023
Q1 		$3.08M Sell
39,500
-37,827
-49% -$3.2M 1.65% 12
2022
Q4 		$6.4M Sell
77,327
-5,867
-7% -$485K 4.24% 7
2022
Q3 		$6.19M Sell
83,194
-821
-1% -$66.8K 4.65% 8
2022
Q2 		$6.49M Buy
+84,015
New +$7.09M 5.06% 7

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
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 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

Joule Financial's VFH Position: Q2 2026 in Review

Joule Financial reduced its Vanguard Financials ETF (VFH) stake by 3.7% in Q2 2026, selling an estimated $142K and leaving 29,304 shares worth $3.86M. The position accounts for 1.05% of the portfolio, ranked #15.

Joule Financial first reported a position in VFH in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.49M in Q2 2022. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Joule Financial held 29,304 shares of Vanguard Financials ETF worth $3.86M as of Q2 2026.
  • Joule Financial sold 1,114 Vanguard Financials ETF shares in Q2 2026, an estimated $142K.
  • Vanguard Financials ETF made up 1.05% of Joule Financial's portfolio in Q2 2026, its #15 holding.
  • Joule Financial first reported a position in Vanguard Financials ETF in Q2 2022 and has held it in 17 quarters since.
  • Joule Financial's Vanguard Financials ETF position peaked at $6.49M in Q2 2022.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.