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Laffer Tengler Investments’s Vanguard Financials ETF VFH Stock Holding History

Laffer Tengler Investments’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 		$385K Hold
2,924
– – 0.05% 152
2026
Q1 		$353K Hold
2,924
– – 0.05% 154
2025
Q4 		$390K Hold
2,924
– – 0.06% 134
2025
Q3 		$384K Buy
+2,924
New +$379K 0.06% 131

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

Laffer Tengler Investments's VFH Position: Q2 2026 in Review

Laffer Tengler Investments held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,924 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #152.

Laffer Tengler Investments first reported a position in VFH in Q3 2025 and has held it in 4 quarters since. The position peaked at $390K in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Laffer Tengler Investments held 2,924 shares of Vanguard Financials ETF worth $385K as of Q2 2026.
  • Laffer Tengler Investments left its Vanguard Financials ETF share count unchanged in Q2 2026.
  • Vanguard Financials ETF made up 0.05% of Laffer Tengler Investments's portfolio in Q2 2026, its #152 holding.
  • Laffer Tengler Investments first reported a position in Vanguard Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Laffer Tengler Investments's Vanguard Financials ETF position peaked at $390K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.