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Matthew Goff Investment Advisor’s Vanguard Financials ETF VFH Stock Holding History

Matthew Goff Investment Advisor’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 		– Sell
-35,004
Closed -$4.23M – 111
2026
Q1 		$4.23M Buy
+35,004
New +$4.46M 0.71% 39
2025
Q2 		– Sell
-35,360
Closed -$4.22M – 107
2025
Q1 		$4.22M Sell
35,360
-168
-0.5% -$20.5K 0.78% 34
2024
Q4 		$4.19M Buy
35,528
+3,337
+10% +$395K 0.78% 34
2024
Q3 		$3.54M Sell
32,191
-285
-0.9% -$30.2K 0.67% 34
2024
Q2 		$3.24M Hold
32,476
– – 0.66% 35
2024
Q1 		$3.33M Sell
32,476
-1,087
-3% -$104K 0.67% 35
2023
Q4 		$3.1M Sell
33,563
-536
-2% -$45K 0.69% 37
2023
Q3 		$2.74M Sell
34,099
-769
-2% -$64.3K 0.66% 37
2023
Q2 		$2.83M Sell
34,868
-719
-2% -$56.4K 0.67% 37
2023
Q1 		$2.77M Sell
35,587
-1,313
-4% -$111K 0.69% 38
2022
Q4 		$3.05M Sell
36,900
-18
-0% -$1.49K 0.8% 34
2022
Q3 		$2.75M Sell
36,918
-182
-0.5% -$14.8K 0.79% 33
2022
Q2 		$2.86M Hold
37,100
– – 0.77% 33
2022
Q1 		$3.46M Sell
37,100
-5
-0% -$479 0.81% 32
2021
Q4 		$3.58M Sell
37,105
-312
-0.8% -$30.4K 0.82% 33
2021
Q3 		$3.47M Sell
37,417
-141
-0.4% -$13K 0.85% 32
2021
Q2 		$3.4M Sell
37,558
-189
-0.5% -$17.1K 0.86% 33
2021
Q1 		$3.19M Hold
37,747
– – 0.9% 32
2020
Q4 		$2.75M Sell
37,747
-1,447
-4% -$95.5K 0.82% 32
2020
Q3 		$2.29M Sell
39,194
-3,896
-9% -$232K 0.73% 32
2020
Q2 		$2.46M Buy
+43,090
New +$2.4M 0.81% 31
2018
Q4 		– Sell
-52,694
Closed -$3.65M – 65
2018
Q3 		$3.65M Buy
52,694
+29,092
+123% +$2.06M 1.47% 27
2018
Q2 		$2.4M Sell
23,602
-32,072
-58% -$2.24M 0.94% 35
2018
Q1 		$3.87M Sell
55,674
-866
-2% -$62.5K 1.62% 25
2017
Q4 		$3.96M Sell
56,540
-4,012
-7% -$272K 1.7% 25
2017
Q3 		$3.96M Buy
+60,552
New +$3.82M 1.7% 25

Other funds holding VFH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Matthew Goff Investment Advisor's VFH Position: Q2 2026 in Review

Matthew Goff Investment Advisor sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 35,004 shares — an estimated $4.23M sold.

Matthew Goff Investment Advisor first reported a position in VFH in Q3 2017 and held it in 26 quarters. The position peaked at $4.23M in Q1 2026. 478 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Matthew Goff Investment Advisor reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 35,004 Vanguard Financials ETF shares in Q2 2026, an estimated $4.23M.
  • Matthew Goff Investment Advisor first reported a position in Vanguard Financials ETF in Q3 2017 and held it in 26 quarters.
  • Matthew Goff Investment Advisor's Vanguard Financials ETF position peaked at $4.23M in Q1 2026.
  • 478 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.