Savant Capital
VFH icon

Savant Capital’s Vanguard Financials ETF VFH Stock Holding History

Savant Capital’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 		$773K Sell
5,944
-3,052
-34% -$423K ﹤0.01% 1318
2026
Q2 		$1.16M Buy
8,996
+5,046
+128% +$644K ﹤0.01% 820
2026
Q1 		$477K Buy
3,950
+849
+27% +$108K ﹤0.01% 935
2025
Q4 		$414K Buy
3,101
+343
+12% +$44.6K ﹤0.01% 913
2025
Q3 		$362K Sell
2,758
-610
-18% -$79K ﹤0.01% 932
2025
Q2 		$429K Buy
3,368
+1,187
+54% +$142K ﹤0.01% 810
2025
Q1 		$261K Buy
2,181
+156
+8% +$19K ﹤0.01% 899
2024
Q4 		$239K Sell
2,025
-81
-4% -$9.6K ﹤0.01% 1228
2024
Q3 		$231K Buy
2,106
+14
+0.7% +$1.48K ﹤0.01% 1214
2024
Q2 		$209K Buy
2,092
+84
+4% +$8.39K ﹤0.01% 1120
2024
Q1 		$206K Buy
+2,008
New +$193K ﹤0.01% 1031

Other funds holding VFH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Savant Capital's VFH Position: Q3 2026 in Review

Savant Capital reduced its Vanguard Financials ETF (VFH) stake by 34% in Q3 2026, selling an estimated $423K and leaving 5,944 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Savant Capital first reported a position in VFH in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2026. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Savant Capital held 5,944 shares of Vanguard Financials ETF worth $773K as of Q3 2026.
  • Savant Capital sold 3,052 Vanguard Financials ETF shares in Q3 2026, an estimated $423K.
  • Vanguard Financials ETF made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1318 holding.
  • Savant Capital first reported a position in Vanguard Financials ETF in Q1 2024 and has held it in 11 quarters since.
  • Savant Capital's Vanguard Financials ETF position peaked at $1.16M in Q2 2026.
  • 682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.