Paladin Advisory Group’s Vanguard Financials ETF VFH Stock Holding History

Paladin Advisory 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 Q3	$108K	Hold	834	–	–	0.07%	114
2026 Q2	$110K	Sell	834 -39	-4%	-$4.98K	0.07%	112
2026 Q1	$105K	Hold	873	–	–	0.08%	118
2025 Q4	$117K	Hold	873	–	–	0.09%	115
2025 Q3	$115K	Buy	873 +429	+97%	+$55.6K	0.09%	106
2025 Q2	$56.5K	Hold	444	–	–	0.04%	137
2025 Q1	$53K	Hold	444	–	–	0.04%	142
2024 Q4	$52.4K	Hold	444	–	–	0.04%	150
2024 Q3	$48.8K	Hold	444	–	–	0.04%	154
2024 Q2	$44.4K	Hold	444	–	–	0.03%	151
2024 Q1	$45.1K	Hold	444	–	–	0.04%	152
2023 Q4	$41K	Hold	444	–	–	0.03%	154
2023 Q3	$35.7K	Hold	444	–	–	0.03%	165
2023 Q2	$36.1K	Hold	444	–	–	0.03%	172
2023 Q1	$34.6K	Buy	+444	New	+$37.6K	0.03%	171
2022 Q2	–	Sell	-444	Closed	-$37.5K	–	511
2022 Q1	$41K	Buy	+444	New	+$42.5K	0.03%	186

Other funds holding VFH

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

M&T Bank Buffalo, New York $34.1B AUM 21.87% 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

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Paladin Advisory Group's VFH Position: Q3 2026 in Review

Paladin Advisory Group held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 834 shares worth $108K. The position accounts for 0.07% of the portfolio, ranked #114.

Paladin Advisory Group first reported a position in VFH in Q1 2022 and has held it in 16 quarters since. The position peaked at $117K in Q4 2025. 520 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Paladin Advisory Group held 834 shares of Vanguard Financials ETF worth $108K as of Q3 2026.
Paladin Advisory Group left its Vanguard Financials ETF share count unchanged in Q3 2026.
Vanguard Financials ETF made up 0.07% of Paladin Advisory Group's portfolio in Q3 2026, its #114 holding.
Paladin Advisory Group first reported a position in Vanguard Financials ETF in Q1 2022 and has held it in 16 quarters since.
Paladin Advisory Group's Vanguard Financials ETF position peaked at $117K in Q4 2025.
520 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.