RBA Wealth Management
VFH icon

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

RBA 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 		$1.4M Sell
10,781
-560
-5% -$77.6K 0.44% 53
2026
Q2 		$1.49M Sell
11,341
-993
-8% -$127K 0.55% 51
2026
Q1 		$1.49M Sell
12,334
-141
-1% -$18K 0.54% 49
2025
Q4 		$1.67M Buy
12,475
+65
+0.5% +$8.44K 0.56% 50
2025
Q3 		$1.63M Buy
12,410
+441
+4% +$57.1K 0.56% 50
2025
Q2 		$1.52M Buy
11,969
+522
+5% +$62.2K 0.57% 50
2025
Q1 		$1.37M Buy
11,447
+148
+1% +$18K 0.54% 52
2024
Q4 		$1.33M Buy
11,299
+536
+5% +$63.4K 0.51% 50
2024
Q3 		$1.18M Buy
10,763
+340
+3% +$36K 0.46% 50
2024
Q2 		$1.04M Sell
10,423
-598
-5% -$59.7K 0.42% 52
2024
Q1 		$1.13M Buy
11,021
+11
+0.1% +$1.06K 0.46% 50
2023
Q4 		$1.02M Sell
11,010
-42
-0.4% -$3.53K 0.44% 51
2023
Q3 		$888K Sell
11,052
-210
-2% -$17.6K 0.43% 51
2023
Q2 		$915K Buy
11,262
+1,490
+15% +$117K 0.43% 52
2023
Q1 		$761K Buy
9,772
+234
+2% +$19.8K 0.38% 55
2022
Q4 		$789K Buy
9,538
+346
+4% +$28.6K 0.41% 53
2022
Q3 		$684K Buy
9,192
+153
+2% +$12.4K 0.39% 55
2022
Q2 		$698K Buy
9,039
+284
+3% +$24K 0.39% 57
2022
Q1 		$818K Sell
8,755
-1,096
-11% -$105K 0.39% 60
2021
Q4 		$951K Buy
+9,851
New +$960K 0.45% 57
2021
Q1 		– Sell
-9,643
Closed -$702K – 271
2020
Q4 		$702K Buy
9,643
+277
+3% +$18.3K 0.42% 65
2020
Q3 		$548K Buy
9,366
+421
+5% +$25K 0.37% 72
2020
Q2 		$512K Buy
8,945
+338
+4% +$18.8K 0.37% 72
2020
Q1 		$437K Buy
+8,607
New +$586K 0.38% 74

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

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

RBA Wealth Management reduced its Vanguard Financials ETF (VFH) stake by 4.9% in Q3 2026, selling an estimated $77.6K and leaving 10,781 shares worth $1.4M. The position accounts for 0.44% of the portfolio, ranked #53.

RBA Wealth Management first reported a position in VFH in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.67M in Q4 2025. 484 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • RBA Wealth Management held 10,781 shares of Vanguard Financials ETF worth $1.4M as of Q3 2026.
  • RBA Wealth Management sold 560 Vanguard Financials ETF shares in Q3 2026, an estimated $77.6K.
  • Vanguard Financials ETF made up 0.44% of RBA Wealth Management's portfolio in Q3 2026, its #53 holding.
  • RBA Wealth Management first reported a position in Vanguard Financials ETF in Q1 2020 and has held it in 24 quarters since.
  • RBA Wealth Management's Vanguard Financials ETF position peaked at $1.67M in Q4 2025.
  • 484 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.