Premier Path Wealth Partners
VFH icon

Premier Path Wealth Partners’s Vanguard Financials ETF VFH Stock Holding History

Premier Path Wealth Partners’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 		$780K Hold
5,995
– – 0.09% 201
2026
Q2 		$789K Sell
5,995
-69
-1% -$8.8K 0.09% 196
2026
Q1 		$733K Sell
6,064
-279
-4% -$35.6K 0.1% 202
2025
Q4 		$847K Sell
6,343
-44
-0.7% -$5.72K 0.11% 176
2025
Q3 		$838K Sell
6,387
-4
-0.1% -$518 0.11% 195
2025
Q2 		$814K Sell
6,391
-91
-1% -$10.8K 0.11% 191
2025
Q1 		$774K Sell
6,482
-124
-2% -$15.1K 0.12% 183
2024
Q4 		$780K Sell
6,606
-5
-0.1% -$591 0.12% 179
2024
Q3 		$727K Sell
6,611
-32
-0.5% -$3.39K 0.11% 186
2024
Q2 		$664K Sell
6,643
-1,135
-15% -$113K 0.11% 185
2024
Q1 		$796K Sell
7,778
-4,188
-35% -$402K 0.15% 157
2023
Q4 		$1.1M Buy
+11,966
New +$1.01M 0.24% 103

Other funds holding VFH

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Searcy Financial Services
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
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Premier Path Wealth Partners's VFH Position: Q3 2026 in Review

Premier Path Wealth Partners held its Vanguard Financials ETF (VFH) position steady in Q3 2026 at 5,995 shares worth $780K. The position accounts for 0.09% of the portfolio, ranked #201.

Premier Path Wealth Partners first reported a position in VFH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2023. 254 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Premier Path Wealth Partners held 5,995 shares of Vanguard Financials ETF worth $780K as of Q3 2026.
  • Premier Path Wealth Partners left its Vanguard Financials ETF share count unchanged in Q3 2026.
  • Vanguard Financials ETF made up 0.09% of Premier Path Wealth Partners's portfolio in Q3 2026, its #201 holding.
  • Premier Path Wealth Partners first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Vanguard Financials ETF position peaked at $1.1M in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.