SSWM
VFH icon

Sheets Smith Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Sheets Smith 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
Q2 		$220K Buy
1,672
+4
+0.2% +$510 0.02% 386
2026
Q1 		$202K Buy
1,668
+2
+0.1% +$255 0.02% 386
2025
Q4 		$222K Buy
1,666
+3
+0.2% +$390 0.02% 378
2025
Q3 		$218K Sell
1,663
-3
-0.2% -$388 0.02% 384
2025
Q2 		$212K Buy
+1,666
New +$199K 0.02% 386
2025
Q1 		– Sell
-2,110
Closed -$249K – 393
2024
Q4 		$249K Buy
+2,110
New +$250K 0.03% 340
2023
Q4 		– Sell
-1,621
Closed -$130K – 494
2023
Q3 		$130K Buy
+1,621
New +$136K 0.02% 331
2022
Q2 		– Sell
-2,577
Closed -$241K – 348
2022
Q1 		$241K Sell
2,577
-369
-13% -$35.3K 0.03% 311
2021
Q4 		$284K Sell
2,946
-291
-9% -$28.4K 0.04% 315
2021
Q3 		$300K Buy
3,237
+292
+10% +$26.9K 0.04% 301
2021
Q2 		$266K Sell
2,945
-36
-1% -$3.25K 0.04% 315
2021
Q1 		$252K Hold
2,981
– – 0.04% 293
2020
Q4 		$217K Buy
+2,981
New +$197K 0.03% 313

Other funds holding VFH

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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM