MIG
VFH icon

McGuire Investment Group’s Vanguard Financials ETF VFH Stock Holding History

McGuire Investment Group’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 		$823K Buy
6,253
+165
+3% +$21.1K 0.07% 87
2026
Q1 		$735K Buy
6,088
+44
+0.7% +$5.61K 0.08% 79
2025
Q4 		$807K Sell
6,044
-51
-0.8% -$6.62K 0.09% 78
2025
Q3 		$800K Sell
6,095
-79
-1% -$10.2K 0.09% 75
2025
Q2 		$786K Buy
6,174
+379
+7% +$45.2K 0.1% 71
2025
Q1 		$692K Buy
5,795
+296
+5% +$36.1K 0.1% 72
2024
Q4 		$649K Buy
5,499
+321
+6% +$38K 0.09% 70
2024
Q3 		$569K Buy
5,178
+145
+3% +$15.4K 0.08% 81
2024
Q2 		$503K Buy
5,033
+42
+0.8% +$4.19K 0.07% 82
2024
Q1 		$511K Buy
4,991
+623
+14% +$59.8K 0.07% 85
2023
Q4 		$403K Buy
4,368
+1,188
+37% +$99.8K 0.07% 83
2023
Q3 		$255K Buy
3,180
+173
+6% +$14.5K 0.05% 96
2023
Q2 		$244K Buy
3,007
+376
+14% +$29.5K 0.05% 103
2023
Q1 		$205K Buy
2,631
+130
+5% +$11K 0.04% 110
2022
Q4 		$207K Buy
+2,501
New +$207K 0.04% 107

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

McGuire Investment Group's VFH Position: Q2 2026 in Review

McGuire Investment Group increased its Vanguard Financials ETF (VFH) stake by 2.7% in Q2 2026, buying an estimated $21.1K and bringing the position to 6,253 shares worth $823K. The position accounts for 0.07% of the portfolio, ranked #87.

McGuire Investment Group first reported a position in VFH in Q4 2022 and has held it in 15 quarters since. 492 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • McGuire Investment Group held 6,253 shares of Vanguard Financials ETF worth $823K as of Q2 2026.
  • McGuire Investment Group bought 165 Vanguard Financials ETF shares in Q2 2026, an estimated $21.1K.
  • Vanguard Financials ETF made up 0.07% of McGuire Investment Group's portfolio in Q2 2026, its #87 holding.
  • McGuire Investment Group first reported a position in Vanguard Financials ETF in Q4 2022 and has held it in 15 quarters since.
  • 492 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.