Legacy Advisors’s Vanguard Financials ETF VFH Stock Holding History

Legacy 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	$272K	Hold	2,064	–	–	0.03%	273
2026 Q1	$249K	Buy	2,064 +26	+1%	+$3.31K	0.03%	234
2025 Q4	$272K	Buy	2,038 +33	+2%	+$4.29K	0.03%	236
2025 Q3	$263K	Buy	+2,005	New	+$260K	0.03%	215
2025 Q2	–	Sell	-2,005	Closed	-$240K	–	388
2025 Q1	$240K	Hold	2,005	–	–	0.02%	373
2024 Q4	$237K	Hold	2,005	–	–	0.02%	353
2024 Q3	$221K	Hold	2,005	–	–	0.02%	348
2024 Q2	$201K	Buy	+2,005	New	+$200K	0.02%	318

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

Legacy Advisors's VFH Position: Q2 2026 in Review

Legacy Advisors held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 2,064 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #273.

Legacy Advisors first reported a position in VFH in Q2 2024 and has held it in 8 quarters since. The position peaked at $272K in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Legacy Advisors held 2,064 shares of Vanguard Financials ETF worth $272K as of Q2 2026.
Legacy Advisors left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #273 holding.
Legacy Advisors first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 8 quarters since.
Legacy Advisors's Vanguard Financials ETF position peaked at $272K in Q4 2025.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.