NWF Advisory Services’s Vanguard Financials ETF VFH Stock Holding History

NWF Advisory 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 Q3	$252K	Hold	1,940	–	–	0.02%	343
2026 Q2	$255K	Hold	1,940	–	–	0.02%	340
2026 Q1	$234K	Hold	1,940	–	–	0.03%	334
2025 Q4	$259K	Hold	1,940	–	–	0.03%	317
2025 Q3	$255K	Hold	1,940	–	–	0.03%	326
2025 Q2	$247K	Buy	1,940 +68	+4%	+$8.11K	0.03%	332
2025 Q1	$224K	Hold	1,872	–	–	0.03%	297
2024 Q4	$221K	Hold	1,872	–	–	0.03%	240
2024 Q3	$206K	Buy	+1,872	New	+$198K	0.03%	304

Other funds holding VFH

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

NWF Advisory Services's VFH Position: Q3 2026 in Review

NWF Advisory Services held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 1,940 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #343.

NWF Advisory Services first reported a position in VFH in Q3 2024 and has held it in 9 quarters since. The position peaked at $259K in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

NWF Advisory Services held 1,940 shares of Vanguard Financials ETF worth $252K as of Q3 2026.
NWF Advisory Services left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #343 holding.
NWF Advisory Services first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 9 quarters since.
NWF Advisory Services's Vanguard Financials ETF position peaked at $259K in Q4 2025.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.