McDonald Partners’s Vanguard Financials ETF VFH Stock Holding History

McDonald Partners’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	$30.6K	Hold	235	–	–	0.01%	360
2026 Q2	$30.9K	Buy	+235	New	+$30K	0.01%	362
2022 Q3	–	Sell	-4,522	Closed	-$349K	–	282
2022 Q2	$349K	Sell	4,522 -249	-5%	-$21K	0.09%	216
2022 Q1	$446K	Sell	4,771 -23,375	-83%	-$2.24M	0.1%	214
2021 Q4	$2.72M	Buy	28,146 +24,852	+754%	+$2.42M	2.52%	11
2021 Q3	$305K	Hold	3,294	–	–	0.07%	247
2021 Q2	$298K	Hold	3,294	–	–	0.07%	247
2021 Q1	$278K	Hold	3,294	–	–	0.07%	243
2020 Q4	$240K	Buy	+3,294	New	+$217K	0.07%	244

Other funds holding VFH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

McDonald Partners's VFH Position: Q3 2026 in Review

McDonald Partners held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 235 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #360.

McDonald Partners first reported a position in VFH in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.72M in Q4 2021. 484 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

McDonald Partners held 235 shares of Vanguard Financials ETF worth $30.6K as of Q3 2026.
McDonald Partners left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.01% of McDonald Partners's portfolio in Q3 2026, its #360 holding.
McDonald Partners first reported a position in Vanguard Financials ETF in Q4 2020 and has held it in 9 quarters since.
McDonald Partners's Vanguard Financials ETF position peaked at $2.72M in Q4 2021.
484 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.