Olistico Wealth’s Vanguard Financials ETF VFH Stock Holding History

Olistico Wealth’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	$5.07K	Hold	39	–	–	﹤0.01%	302
2026 Q2	$5.13K	Hold	39	–	–	﹤0.01%	285
2026 Q1	$4.71K	Sell	39 -49	-56%	-$6.25K	﹤0.01%	294
2025 Q4	$11.7K	Buy	+88	New	+$11.4K	0.01%	245
2025 Q2	–	Sell	-431	Closed	-$51.5K	–	392
2025 Q1	$51.5K	Buy	+431	New	+$52.5K	0.03%	158
2024 Q4	–	Sell	-168	Closed	-$18.5K	–	319
2024 Q3	$18.5K	Hold	168	–	–	0.01%	217
2024 Q2	$16.8K	Buy	+168	New	+$16.8K	0.01%	219

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

Olistico Wealth's VFH Position: Q3 2026 in Review

Olistico Wealth held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 39 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Olistico Wealth first reported a position in VFH in Q2 2024 and has held it in 7 quarters since. The position peaked at $51.5K in Q1 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Olistico Wealth held 39 shares of Vanguard Financials ETF worth $5.07K as of Q3 2026.
Olistico Wealth left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #302 holding.
Olistico Wealth first reported a position in Vanguard Financials ETF in Q2 2024 and has held it in 7 quarters since.
Olistico Wealth's Vanguard Financials ETF position peaked at $51.5K in Q1 2025.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.