Peterson Wealth Services’s Vanguard Financials ETF VFH Stock Holding History

Peterson Wealth 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	$103K	Buy	788 +2	+0.3%	+$277	0.02%	146
2026 Q2	$103K	Buy	786 +5	+0.6%	+$638	0.02%	151
2026 Q1	$94.4K	Buy	781 +2	+0.3%	+$255	0.02%	150
2025 Q4	$104K	Buy	779 +719	+1,198%	+$93.4K	0.03%	143
2025 Q3	$102K	Sell	60 -713	-92%	-$92.3K	0.03%	151
2025 Q2	$98.4K	Buy	773 +50	+7%	+$5.96K	0.03%	146
2025 Q1	$86.4K	Buy	723 +171	+31%	+$20.8K	0.03%	147
2024 Q4	$65.2K	Buy	552 +6	+1%	+$710	0.02%	150
2024 Q3	$60.1K	Buy	+546	New	+$57.9K	0.02%	153

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Peterson Wealth Services's VFH Position: Q3 2026 in Review

Peterson Wealth Services increased its Vanguard Financials ETF (VFH) stake by 0.25% in Q3 2026, buying an estimated $277 and bringing the position to 788 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #146.

Peterson Wealth Services first reported a position in VFH in Q3 2024 and has held it in 9 quarters since. The position peaked at $104K in Q4 2025. 333 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Peterson Wealth Services held 788 shares of Vanguard Financials ETF worth $103K as of Q3 2026.
Peterson Wealth Services bought 2 Vanguard Financials ETF shares in Q3 2026, an estimated $277.
Vanguard Financials ETF made up 0.02% of Peterson Wealth Services's portfolio in Q3 2026, its #146 holding.
Peterson Wealth Services first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Services's Vanguard Financials ETF position peaked at $104K in Q4 2025.
333 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.