LifeSteps Financial’s Vanguard Financials ETF VFH Stock Holding History

LifeSteps 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	$3.95K	Buy	+30	New	+$3.83K	﹤0.01%	577

Other funds holding VFH

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's VFH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 30 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

334 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

LifeSteps Financial held 30 shares of Vanguard Financials ETF worth $3.95K as of Q2 2026.
Vanguard Financials ETF was a new LifeSteps Financial position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #577 holding.
334 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.