Physician Wealth Advisors’s Vanguard Financials ETF VFH Stock Holding History

Physician Wealth Advisors’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	$5K	Buy	+38	New	+$4.85K	﹤0.01%	1094

Other funds holding VFH

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Physician Wealth Advisors's VFH Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 38 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1094 among its holdings.

194 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Physician Wealth Advisors held 38 shares of Vanguard Financials ETF worth $5K as of Q2 2026.
Vanguard Financials ETF was a new Physician Wealth Advisors position in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1094 holding.
194 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.