PIS
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POM Investment Strategies’s Vanguard Financials ETF VFH Stock Holding History

POM Investment Strategies’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 		– Sell
-595
Closed -$71.8K – 461
2026
Q1 		$71.8K Buy
+595
New +$75.9K 0.09% 93

Other funds holding VFH

TWC
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AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

POM Investment Strategies's VFH Position: Q2 2026 in Review

POM Investment Strategies sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 595 shares — an estimated $71.8K sold.

POM Investment Strategies first reported a position in VFH in Q1 2026 and held it in 1 quarter. The position peaked at $71.8K in Q1 2026. 353 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • POM Investment Strategies reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 595 Vanguard Financials ETF shares in Q2 2026, an estimated $71.8K.
  • POM Investment Strategies first reported a position in Vanguard Financials ETF in Q1 2026 and held it in 1 quarter.
  • POM Investment Strategies's Vanguard Financials ETF position peaked at $71.8K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.