Signature Estate & Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

Signature Estate & Investment Advisors’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	$1.64M	Buy	12,488 +51	+0.4%	+$6.51K	0.03%	198
2026 Q1	$1.5M	Buy	12,437 +452	+4%	+$57.6K	0.03%	205
2025 Q4	$1.6M	Sell	11,985 -91	-0.8%	-$11.8K	0.03%	186
2025 Q3	$1.58M	Buy	12,076 +38	+0.3%	+$4.92K	0.03%	190
2025 Q2	$1.53M	Sell	12,038 -440	-4%	-$52.5K	0.04%	185
2025 Q1	$1.49M	Buy	12,478 +9,427	+309%	+$1.15M	0.04%	175
2024 Q4	$360K	Sell	3,051 -103	-3%	-$12.2K	0.01%	390
2024 Q3	$347K	Buy	3,154 +3	+0.1%	+$318	0.01%	380
2024 Q2	$315K	Buy	+3,151	New	+$315K	0.01%	382
2023 Q2	–	Sell	-2,909	Closed	-$227K	–	185
2023 Q1	$227K	Buy	2,909 +45	+2%	+$3.81K	0.01%	168
2022 Q4	$237K	Sell	2,864 -469	-14%	-$38.8K	0.01%	170
2022 Q3	$248K	Sell	3,333 -376	-10%	-$30.6K	0.01%	146
2022 Q2	$286K	Buy	3,709 +376	+11%	+$31.7K	0.01%	142
2022 Q1	$311K	Buy	+3,333	New	+$319K	0.01%	135
2019 Q3	–	Sell	-2,933	Closed	-$203K	–	163
2019 Q2	$203K	Sell	2,933 -3,097	-51%	-$210K	0.01%	148
2019 Q1	$389K	Sell	6,030 -8,785	-59%	-$570K	0.03%	126
2018 Q4	$879K	Sell	14,815 -585,720	-98%	-$38M	0.08%	101
2018 Q3	$41.7M	Buy	600,535 +16,319	+3%	+$1.15M	3.75%	5
2018 Q2	$39.4M	Buy	584,216 +6,813	+1%	+$476K	3.72%	5
2018 Q1	$40.1M	Buy	577,403 +33,997	+6%	+$2.45M	4.06%	3
2017 Q4	$38.1M	Sell	543,406 -12,350	-2%	-$837K	3.89%	3
2017 Q3	$36.3M	Sell	555,756 -7,308	-1%	-$461K	4.05%	3
2017 Q2	$35.2M	Buy	563,064 +25,223	+5%	+$1.52M	4.18%	2
2017 Q1	$32.5M	Buy	537,841 +18,437	+4%	+$1.12M	4.07%	3
2016 Q4	$30.8M	Buy	+519,404	New	+$28.4M	4.28%	3
2016 Q1	–	Sell	-43,149	Closed	-$2.09M	–	133
2015 Q4	$2.09M	Buy	43,149 +1,803	+4%	+$88.2K	0.36%	51
2015 Q3	$1.91M	Buy	+41,346	New	+$2.03M	0.4%	48

Other funds holding VFH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

TWC

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Signature Estate & Investment Advisors's VFH Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Financials ETF (VFH) stake by 0.41% in Q2 2026, buying an estimated $6.51K and bringing the position to 12,488 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #198.

Signature Estate & Investment Advisors first reported a position in VFH in Q3 2015 and has held it in 27 quarters since. The position peaked at $41.7M in Q3 2018. 492 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Signature Estate & Investment Advisors held 12,488 shares of Vanguard Financials ETF worth $1.64M as of Q2 2026.
Signature Estate & Investment Advisors bought 51 Vanguard Financials ETF shares in Q2 2026, an estimated $6.51K.
Vanguard Financials ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #198 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard Financials ETF in Q3 2015 and has held it in 27 quarters since.
Signature Estate & Investment Advisors's Vanguard Financials ETF position peaked at $41.7M in Q3 2018.
492 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.