Searcy Financial Services’s Vanguard Financials ETF VFH Stock Holding History

Searcy Financial Services’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	$15M	Sell	114,112 -163	-0.1%	-$20.8K	5.04%	9
2026 Q1	$13.8M	Buy	114,275 +2,886	+3%	+$368K	5.12%	9
2025 Q4	$14.9M	Buy	111,389 +511	+0.5%	+$66.4K	5.51%	9
2025 Q3	$14.6M	Buy	110,878 +398	+0.4%	+$51.5K	5.53%	9
2025 Q2	$14.1M	Buy	110,480 +609	+0.6%	+$72.6K	5.72%	8
2025 Q1	$13.1M	Buy	+109,871	New	+$13.4M	5.68%	8

Other funds holding VFH

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Searcy Financial Services's VFH Position: Q2 2026 in Review

Searcy Financial Services reduced its Vanguard Financials ETF (VFH) stake by 0.14% in Q2 2026, selling an estimated $20.8K and leaving 114,112 shares worth $15M. The position accounts for 5.04% of the portfolio, ranked #9.

Searcy Financial Services first reported a position in VFH in Q1 2025 and has held it in 6 quarters since. 353 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Searcy Financial Services held 114,112 shares of Vanguard Financials ETF worth $15M as of Q2 2026.
Searcy Financial Services sold 163 Vanguard Financials ETF shares in Q2 2026, an estimated $20.8K.
Vanguard Financials ETF made up 5.04% of Searcy Financial Services's portfolio in Q2 2026, its #9 holding.
Searcy Financial Services first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 6 quarters since.
353 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.