Oxford Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Oxford Financial Group’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 Q2	$125K	Hold	950	–	–	0.01%	252
2026 Q1	$115K	Hold	950	–	–	0.01%	262
2025 Q4	$127K	Buy	+950	New	+$123K	0.01%	241
2025 Q1	–	Sell	-3	Closed	-$354	–	298
2024 Q4	$354	Hold	3	–	–	﹤0.01%	300
2024 Q3	$330	Sell	3 -33	-92%	-$3.5K	﹤0.01%	295
2024 Q2	$3.6K	Buy	+36	New	+$3.59K	﹤0.01%	318
2023 Q2	–	Sell	-55	Closed	-$4.28K	–	307
2023 Q1	$4.28K	Sell	55 -6	-10%	-$508	﹤0.01%	249
2022 Q4	$5.07K	Hold	61	–	–	﹤0.01%	251
2022 Q3	$5K	Hold	61	–	–	﹤0.01%	228
2022 Q2	$5K	Buy	61 +56	+1,120%	+$4.73K	﹤0.01%	251
2022 Q1	$0	Buy	5 +1	+25%	+$96	﹤0.01%	289
2021 Q4	$0	Hold	4	–	–	﹤0.01%	284
2021 Q3	$0	Hold	4	–	–	﹤0.01%	253
2021 Q2	$0	Buy	4 +1	+33%	+$90	﹤0.01%	243
2021 Q1	$0	Hold	3	–	–	﹤0.01%	233
2020 Q4	$0	Buy	+3	New	+$198	﹤0.01%	220
2018 Q3	–	Sell	-11,768	Closed	-$794K	–	37
2018 Q2	$794K	Buy	+11,768	New	+$822K	0.41%	19

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oxford Financial Group's VFH Position: Q2 2026 in Review

Oxford Financial Group held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 950 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #252.

Oxford Financial Group first reported a position in VFH in Q2 2018 and has held it in 17 quarters since. The position peaked at $794K in Q2 2018. 760 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Oxford Financial Group held 950 shares of Vanguard Financials ETF worth $125K as of Q2 2026.
Oxford Financial Group left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #252 holding.
Oxford Financial Group first reported a position in Vanguard Financials ETF in Q2 2018 and has held it in 17 quarters since.
Oxford Financial Group's Vanguard Financials ETF position peaked at $794K in Q2 2018.
760 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.