Mosley Wealth Management
VFH icon

Mosley Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Mosley Wealth Management’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 		$11.4M Buy
85,045
+4,336
+5% +$601K 3.33% 8
2026
Q2 		$10.6M Buy
80,709
+77,187
+2,192% +$9.8M 3.38% 7
2026
Q1 		$462K Sell
3,522
-677
-16% -$86.3K 0.21% 99
2025
Q4 		$548K Buy
+4,199
New +$545K 0.25% 90

Other funds holding VFH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Mosley Wealth Management's VFH Position: Q3 2026 in Review

Mosley Wealth Management increased its Vanguard Financials ETF (VFH) stake by 5.4% in Q3 2026, buying an estimated $601K and bringing the position to 85,045 shares worth $11.4M. The position accounts for 3.33% of the portfolio, ranked #8.

Mosley Wealth Management first reported a position in VFH in Q4 2025 and has held it in 4 quarters since. 444 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Mosley Wealth Management held 85,045 shares of Vanguard Financials ETF worth $11.4M as of Q3 2026.
  • Mosley Wealth Management bought 4,336 Vanguard Financials ETF shares in Q3 2026, an estimated $601K.
  • Vanguard Financials ETF made up 3.33% of Mosley Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Mosley Wealth Management first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • 444 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.