Kestra Advisory Services
VFH icon

Kestra Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

Kestra Advisory Services’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 		$11.3M Buy
86,775
+26,584
+44% +$3.69M 0.03% 530
2026
Q2 		$7.92M Sell
60,191
-30,280
-33% -$3.86M 0.03% 611
2026
Q1 		$10.9M Buy
90,471
+36,831
+69% +$4.7M 0.04% 439
2025
Q4 		$7.16M Buy
53,640
+223
+0.4% +$29K 0.03% 548
2025
Q3 		$7.01M Buy
53,417
+26,438
+98% +$3.42M 0.03% 523
2025
Q2 		$3.43M Buy
26,979
+1,377
+5% +$164K 0.02% 807
2025
Q1 		$3.06M Sell
25,602
-24,229
-49% -$2.95M 0.01% 788
2024
Q4 		$5.88M Buy
49,831
+2,760
+6% +$326K 0.03% 512
2024
Q3 		$5.17M Sell
47,071
-8,230
-15% -$872K 0.03% 577
2024
Q2 		$5.52M Buy
55,301
+33,944
+159% +$3.39M 0.03% 554
2024
Q1 		$2.19M Buy
21,357
+2,348
+12% +$225K 0.01% 833
2023
Q4 		$1.75M Sell
19,009
-1,267
-6% -$106K 0.01% 852
2023
Q3 		$1.63M Sell
20,276
-2,622
-11% -$219K 0.02% 771
2023
Q2 		$1.86M Sell
22,898
-2,248
-9% -$176K 0.02% 697
2023
Q1 		$1.96M Sell
25,146
-3,546
-12% -$300K 0.02% 656
2022
Q4 		$2.37M Sell
28,692
-2,139
-7% -$177K 0.02% 677
2022
Q3 		$2.3M Sell
30,831
-1,115
-3% -$90.7K 0.02% 618
2022
Q2 		$2.47M Sell
31,946
-21,744
-40% -$1.84M 0.03% 593
2022
Q1 		$5.01M Buy
53,690
+12,354
+30% +$1.18M 0.05% 370
2021
Q4 		$3.99M Sell
41,336
-3,028
-7% -$295K 0.04% 433
2021
Q3 		$4.11M Buy
44,364
+10,227
+30% +$943K 0.04% 454
2021
Q2 		$3.09M Buy
34,137
+4,681
+16% +$423K 0.04% 506
2021
Q1 		$2.49M Sell
29,456
-865
-3% -$69K 0.03% 528
2020
Q4 		$2.18M Buy
30,321
+9,833
+48% +$649K 0.03% 569
2020
Q3 		$713K Buy
+20,488
New +$1.22M 0.01% 732

Other funds holding VFH

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Searcy Financial Services
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

Kestra Advisory Services's VFH Position: Q3 2026 in Review

Kestra Advisory Services increased its Vanguard Financials ETF (VFH) stake by 44% in Q3 2026, buying an estimated $3.69M and bringing the position to 86,775 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #530.

Kestra Advisory Services first reported a position in VFH in Q3 2020 and has held it in 25 quarters since. 367 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Kestra Advisory Services held 86,775 shares of Vanguard Financials ETF worth $11.3M as of Q3 2026.
  • Kestra Advisory Services bought 26,584 Vanguard Financials ETF shares in Q3 2026, an estimated $3.69M.
  • Vanguard Financials ETF made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #530 holding.
  • Kestra Advisory Services first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 25 quarters since.
  • 367 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.