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 Q3	$14.6M	Sell	112,002 -2,110	-2%	-$293K	5.21%	9
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Searcy Financial Services's VFH Position: Q3 2026 in Review

Searcy Financial Services reduced its Vanguard Financials ETF (VFH) stake by 1.8% in Q3 2026, selling an estimated $293K and leaving 112,002 shares worth $14.6M. The position accounts for 5.21% of the portfolio, ranked #9.

Searcy Financial Services first reported a position in VFH in Q1 2025 and has held it in 7 quarters since. The position peaked at $15M in Q2 2026. 682 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Searcy Financial Services held 112,002 shares of Vanguard Financials ETF worth $14.6M as of Q3 2026.
Searcy Financial Services sold 2,110 Vanguard Financials ETF shares in Q3 2026, an estimated $293K.
Vanguard Financials ETF made up 5.21% of Searcy Financial Services's portfolio in Q3 2026, its #9 holding.
Searcy Financial Services first reported a position in Vanguard Financials ETF in Q1 2025 and has held it in 7 quarters since.
Searcy Financial Services's Vanguard Financials ETF position peaked at $15M in Q2 2026.
682 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.