Maltin Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Maltin Wealth Management’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	$424K	Buy	3,256 +3	+0.1%	+$416	0.14%	100
2026 Q2	$428K	Buy	3,253 +5	+0.2%	+$638	0.14%	95
2026 Q1	$392K	Buy	3,248 +25	+0.8%	+$3.19K	0.15%	94
2025 Q4	$430K	Buy	3,223 +26	+0.8%	+$3.38K	0.17%	89
2025 Q3	$420K	Buy	3,197 +10	+0.3%	+$1.29K	0.17%	88
2025 Q2	$406K	Sell	3,187 -138	-4%	-$16.5K	0.18%	86
2025 Q1	$397K	Buy	3,325 +14	+0.4%	+$1.71K	0.19%	89
2024 Q4	$391K	Buy	3,311 +35	+1%	+$4.14K	0.19%	92
2024 Q3	$360K	Buy	3,276 +15	+0.5%	+$1.59K	0.18%	91
2024 Q2	$326K	Hold	3,261	–	–	0.17%	90
2024 Q1	$334K	Buy	3,261 +13	+0.4%	+$1.25K	0.19%	92
2023 Q4	$300K	Buy	3,248 +40	+1%	+$3.36K	0.19%	90
2023 Q3	$258K	Sell	3,208 -31	-1%	-$2.59K	0.18%	95
2023 Q2	$263K	Buy	3,239 +25	+0.8%	+$1.96K	0.19%	91
2023 Q1	$250K	Sell	3,214 -62	-2%	-$5.25K	0.18%	90
2022 Q4	$271K	Buy	3,276 +45	+1%	+$3.72K	0.2%	87
2022 Q3	$240K	Hold	3,231	–	–	0.19%	94
2022 Q2	$249K	Buy	3,231 +17	+0.5%	+$1.44K	0.18%	97
2022 Q1	$300K	Buy	3,214 +14	+0.4%	+$1.34K	0.2%	92
2021 Q4	$309K	Buy	3,200 +36	+1%	+$3.51K	0.19%	94
2021 Q3	$293K	Hold	3,164	–	–	0.18%	88
2021 Q2	$286K	Buy	3,164 +13	+0.4%	+$1.18K	0.17%	89
2021 Q1	$266K	Buy	+3,151	New	+$251K	0.17%	90
2020 Q2	–	Sell	-4,180	Closed	-$212K	–	92
2020 Q1	$212K	Buy	4,180 +2,712	+185%	+$185K	0.18%	72
2019 Q4	$112K	Buy	+1,468	New	+$107K	0.07%	80

Other funds holding VFH

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

FFC

First Financial Corp Terre Haute, Indiana $284M AUM 22.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

Maltin Wealth Management's VFH Position: Q3 2026 in Review

Maltin Wealth Management increased its Vanguard Financials ETF (VFH) stake by 0.09% in Q3 2026, buying an estimated $416 and bringing the position to 3,256 shares worth $424K. The position accounts for 0.14% of the portfolio, ranked #100.

Maltin Wealth Management first reported a position in VFH in Q4 2019 and has held it in 25 quarters since. The position peaked at $430K in Q4 2025. 69 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Maltin Wealth Management held 3,256 shares of Vanguard Financials ETF worth $424K as of Q3 2026.
Maltin Wealth Management bought 3 Vanguard Financials ETF shares in Q3 2026, an estimated $416.
Vanguard Financials ETF made up 0.14% of Maltin Wealth Management's portfolio in Q3 2026, its #100 holding.
Maltin Wealth Management first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 25 quarters since.
Maltin Wealth Management's Vanguard Financials ETF position peaked at $430K in Q4 2025.
69 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Maltin Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.