SP Asset Management
VFH icon

SP Asset Management’s Vanguard Financials ETF VFH Stock Holding History

SP Asset 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
Q3 		$298K Buy
2,294
+8
+0.3% +$1.11K 0.02% 117
2026
Q2 		$301K Buy
+2,286
New +$292K 0.02% 113

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Beacon Capital Management Inc (Ohio)
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Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

SP Asset Management's VFH Position: Q3 2026 in Review

SP Asset Management increased its Vanguard Financials ETF (VFH) stake by 0.35% in Q3 2026, buying an estimated $1.11K and bringing the position to 2,294 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #117.

SP Asset Management first reported a position in VFH in Q2 2026 and has held it in 2 quarters since. The position peaked at $301K in Q2 2026. 484 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • SP Asset Management held 2,294 shares of Vanguard Financials ETF worth $298K as of Q3 2026.
  • SP Asset Management bought 8 Vanguard Financials ETF shares in Q3 2026, an estimated $1.11K.
  • Vanguard Financials ETF made up 0.02% of SP Asset Management's portfolio in Q3 2026, its #117 holding.
  • SP Asset Management first reported a position in Vanguard Financials ETF in Q2 2026 and has held it in 2 quarters since.
  • SP Asset Management's Vanguard Financials ETF position peaked at $301K in Q2 2026.
  • 484 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on SP Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.