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Sound Income Strategies’s Vanguard Financials ETF VFH Stock Holding History

Sound Income Strategies’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 		– Sell
-1,018
Closed -$123K – 2318
2026
Q1 		$123K Hold
1,018
– – 0.01% 537
2025
Q4 		$136K Buy
1,018
+69
+7% +$8.96K 0.01% 507
2025
Q3 		$123K Sell
949
-31
-3% -$4.01K 0.01% 371
2025
Q2 		$125K Sell
980
-20
-2% -$2.38K 0.01% 351
2025
Q1 		$119K Buy
1,000
+44
+5% +$5.36K 0.01% 363
2024
Q4 		$113K Buy
956
+21
+2% +$2.48K 0.01% 335
2024
Q3 		$103K Buy
935
+40
+4% +$4.24K 0.01% 338
2024
Q2 		$89.4K Hold
895
– – 0.01% 350
2024
Q1 		$91.6K Buy
895
+380
+74% +$36.5K 0.01% 324
2023
Q4 		$47.5K Hold
515
– – ﹤0.01% 416
2023
Q3 		$41.4K Hold
515
– – ﹤0.01% 322
2023
Q2 		$41.8K Hold
515
– – ﹤0.01% 312
2023
Q1 		$40.1K Sell
515
-9
-2% -$761 ﹤0.01% 307
2022
Q4 		$43.4K Buy
524
+9
+2% +$744 0.01% 272
2022
Q3 		$38K Hold
515
– – 0.01% 264
2022
Q2 		$40K Hold
515
– – 0.01% 251
2022
Q1 		$48K Hold
515
– – 0.01% 240
2021
Q4 		$50K Hold
515
– – 0.01% 227
2021
Q3 		$48K Buy
+515
New +$47.5K 0.01% 232

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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's VFH Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Financials ETF (VFH) in Q2 2026, closing a stake of 1,018 shares — an estimated $123K sold.

Sound Income Strategies first reported a position in VFH in Q3 2021 and held it in 19 quarters. The position peaked at $136K in Q4 2025. 353 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Sound Income Strategies reported no remaining Vanguard Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,018 Vanguard Financials ETF shares in Q2 2026, an estimated $123K.
  • Sound Income Strategies first reported a position in Vanguard Financials ETF in Q3 2021 and held it in 19 quarters.
  • Sound Income Strategies's Vanguard Financials ETF position peaked at $136K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.