Matthew Hamilton Rosenberg’s Vanguard Financials ETF VFH Stock Holding History

Matthew Hamilton Rosenberg’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	$44.9K	Hold	345	–	–	0.01%	460
2026 Q2	$45.4K	Hold	345	–	–	0.01%	447
2026 Q1	$41.7K	Hold	345	–	–	0.01%	447
2025 Q4	$46.1K	Hold	345	–	–	0.01%	439
2025 Q3	$45.3K	Hold	345	–	–	0.01%	439
2025 Q2	$43.9K	Hold	345	–	–	0.01%	458
2025 Q1	$41.2K	Hold	345	–	–	0.01%	452
2024 Q4	$40.7K	Hold	345	–	–	0.01%	449
2024 Q3	$37.9K	Sell	345 -84	-20%	-$8.9K	0.01%	467
2024 Q2	$42.9K	Buy	+429	New	+$42.8K	0.01%	440

Other funds holding VFH

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

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

Matthew Hamilton Rosenberg's VFH Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 345 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #460.

Matthew Hamilton Rosenberg first reported a position in VFH in Q2 2024 and has held it in 10 quarters since. The position peaked at $46.1K in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Matthew Hamilton Rosenberg held 345 shares of Vanguard Financials ETF worth $44.9K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #460 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 10 quarters since.
Matthew Hamilton Rosenberg's Vanguard Financials ETF position peaked at $46.1K in Q4 2025.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.