Next Level Wealth Planning’s Vanguard Financials ETF VFH Stock Holding History

Next Level Wealth Planning’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	$10.3K	Buy	+79	New	+$11K	﹤0.01%	334

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

Next Level Wealth Planning's VFH Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 79 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

456 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Next Level Wealth Planning held 79 shares of Vanguard Financials ETF worth $10.3K as of Q3 2026.
Vanguard Financials ETF was a new Next Level Wealth Planning position in Q3 2026.
Vanguard Financials ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #334 holding.
456 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.