Quaker Wealth Management
VFH icon

Quaker Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Quaker Wealth Management’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 		$4.98M Buy
38,296
+1,713
+5% +$237K 1.46% 20
2026
Q2 		$4.81M Buy
36,583
+1,057
+3% +$135K 1.4% 20
2026
Q1 		$4.29M Buy
35,526
+1,677
+5% +$214K 1.34% 20
2025
Q4 		$4.52M Buy
33,849
+737
+2% +$95.7K 1.43% 20
2025
Q3 		$4.35M Sell
33,112
-1,328
-4% -$172K 1.41% 19
2025
Q2 		$4.38M Buy
+34,440
New +$4.11M 1.47% 18
2024
Q3 		$3.65M Buy
+33,213
New +$3.52M 1.34% 22
2024
Q1 		$3.21M Buy
+31,376
New +$3.01M 1.3% 22
2022
Q3 		– Sell
-41,525
Closed -$3.2M – 48
2022
Q2 		$3.2M Sell
41,525
-1,855
-4% -$157K 1.62% 14
2022
Q1 		$4.05M Buy
43,380
+985
+2% +$94.3K 1.76% 16
2021
Q4 		$4.09M Buy
42,395
+2,794
+7% +$272K 1.74% 16
2021
Q3 		$3.67M Buy
+39,601
New +$3.65M 4.21% 8
2021
Q1 		$1.26M Buy
14,952
+3,410
+30% +$272K 0.59% 22
2020
Q4 		$841K Buy
11,542
+1,641
+17% +$108K 0.44% 24
2020
Q3 		$579K Buy
+9,901
New +$589K 0.31% 28

Other funds holding VFH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Quaker Wealth Management's VFH Position: Q3 2026 in Review

Quaker Wealth Management increased its Vanguard Financials ETF (VFH) stake by 4.7% in Q3 2026, buying an estimated $237K and bringing the position to 38,296 shares worth $4.98M. The position accounts for 1.46% of the portfolio, ranked #20.

Quaker Wealth Management first reported a position in VFH in Q3 2020 and has held it in 15 quarters since. 484 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Quaker Wealth Management held 38,296 shares of Vanguard Financials ETF worth $4.98M as of Q3 2026.
  • Quaker Wealth Management bought 1,713 Vanguard Financials ETF shares in Q3 2026, an estimated $237K.
  • Vanguard Financials ETF made up 1.46% of Quaker Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Quaker Wealth Management first reported a position in Vanguard Financials ETF in Q3 2020 and has held it in 15 quarters since.
  • 484 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.