McKinley Carter Wealth Services’s Vanguard Financials ETF VFH Stock Holding History

McKinley Carter Wealth Services’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 Q1	$327K	Buy	2,709 +3	+0.1%	+$383	0.02%	251
2025 Q4	$361K	Buy	2,706 +3	+0.1%	+$390	0.02%	259
2025 Q3	$355K	Buy	2,703 +2	+0.1%	+$259	0.02%	254
2025 Q2	$344K	Sell	2,701 -14	-0.5%	-$1.67K	0.02%	253
2025 Q1	$324K	Buy	2,715 +8	+0.3%	+$975	0.02%	253
2024 Q4	$320K	Sell	2,707 -447	-14%	-$52.9K	0.02%	243
2024 Q3	$347K	Buy	3,154 +4	+0.1%	+$424	0.02%	245
2024 Q2	$315K	Sell	3,150 -427	-12%	-$42.6K	0.02%	251
2024 Q1	$366K	Buy	3,577 +431	+14%	+$41.4K	0.02%	238
2023 Q4	$290K	Sell	3,146 -109	-3%	-$9.16K	0.02%	253
2023 Q3	$261K	Buy	3,255 +5	+0.2%	+$418	0.02%	254
2023 Q2	$264K	Sell	3,250 -143	-4%	-$11.2K	0.02%	262
2023 Q1	$264K	Buy	3,393 +6	+0.2%	+$508	0.02%	259
2022 Q4	$280K	Buy	3,387 +15	+0.4%	+$1.24K	0.02%	251
2022 Q3	$251K	Sell	3,372 -1,182	-26%	-$96.1K	0.02%	247
2022 Q2	$352K	Buy	4,554 +2	+0%	+$169	0.03%	229
2022 Q1	$425K	Buy	4,552 +141	+3%	+$13.5K	0.03%	214
2021 Q4	$426K	Buy	4,411 +3	+0.1%	+$292	0.03%	207
2021 Q3	$408K	Hold	4,408	–	–	0.03%	207
2021 Q2	$399K	Buy	4,408 +4	+0.1%	+$361	0.03%	214
2021 Q1	$372K	Buy	4,404 +2	+0%	+$159	0.03%	216
2020 Q4	$321K	Sell	4,402 -176	-4%	-$11.6K	0.04%	204
2020 Q3	$268K	Buy	4,578 +3	+0.1%	+$178	0.06%	123
2020 Q2	$262K	Sell	4,575 -15,568	-77%	-$865K	0.06%	121
2020 Q1	$1.02M	Buy	20,143 +725	+4%	+$49.4K	0.31%	65
2019 Q4	$1.48M	Sell	19,418 -775	-4%	-$56.6K	0.35%	63
2019 Q3	$1.41M	Sell	20,193 -1,032	-5%	-$71.3K	0.36%	62
2019 Q2	$1.47M	Sell	21,225 -290	-1%	-$19.7K	0.39%	60
2019 Q1	$1.39M	Buy	21,515 +8	+0%	+$519	0.39%	61
2018 Q4	$1.28M	Buy	21,507 +14,687	+215%	+$953K	0.42%	60
2018 Q3	$473K	Sell	6,820 -217	-3%	-$15.3K	0.14%	103
2018 Q2	$475K	Sell	7,037 -199	-3%	-$13.9K	0.15%	98
2018 Q1	$503K	Sell	7,236 -133	-2%	-$9.59K	0.16%	95
2017 Q4	$516K	Buy	7,369 +275	+4%	+$18.6K	0.18%	92
2017 Q3	$464K	Sell	7,094 -285	-4%	-$18K	0.18%	89
2017 Q2	$462K	Sell	7,379 -187	-2%	-$11.3K	0.2%	78
2017 Q1	$458K	Buy	7,566 +75	+1%	+$4.57K	0.21%	78
2016 Q4	$445K	Buy	7,491 +701	+10%	+$38.3K	0.22%	78
2016 Q3	$335K	Buy	6,790 +3	+0%	+$148	0.17%	86
2016 Q2	$321K	Sell	6,787 -717	-10%	-$34K	0.17%	90
2016 Q1	$348K	Buy	7,504 +225	+3%	+$9.99K	0.19%	90
2015 Q4	$353K	Buy	7,279 +2	+0%	+$98	0.2%	84
2015 Q3	$337K	Sell	7,277 -467	-6%	-$23K	0.21%	83
2015 Q2	$385K	Buy	7,744 +80	+1%	+$4K	0.21%	87
2015 Q1	$378K	Sell	7,664 -55	-0.7%	-$2.69K	0.24%	80
2014 Q4	$384K	Buy	7,719 +520	+7%	+$25K	0.3%	68
2014 Q3	$334K	Hold	7,199	–	–	0.32%	64
2014 Q2	$334K	Sell	7,199 -518	-7%	-$23.4K	0.35%	57
2014 Q1	$351K	Sell	7,717 -2,221	-22%	-$98.6K	0.38%	58
2013 Q4	$441K	Sell	9,938 -926	-9%	-$39.7K	0.43%	63
2013 Q3	$443K	Sell	10,864 -1,542	-12%	-$63.7K	0.52%	43
2013 Q2	$495K	Buy	+12,406	New	+$491K	0.75%	34

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McKinley Carter Wealth Services's VFH Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Vanguard Financials ETF (VFH) stake by 0.11% in Q1 2026, buying an estimated $383 and bringing the position to 2,709 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #251.

McKinley Carter Wealth Services first reported a position in VFH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.48M in Q4 2019. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

McKinley Carter Wealth Services held 2,709 shares of Vanguard Financials ETF worth $327K as of Q1 2026.
McKinley Carter Wealth Services bought 3 Vanguard Financials ETF shares in Q1 2026, an estimated $383.
Vanguard Financials ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #251 holding.
McKinley Carter Wealth Services first reported a position in Vanguard Financials ETF in Q2 2013 and has held it in 52 quarters since.
McKinley Carter Wealth Services's Vanguard Financials ETF position peaked at $1.48M in Q4 2019.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.