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 Q2	$301K	Buy	+2,286	New	+$292K	0.02%	113

Other funds holding VFH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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 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

SP Asset Management's VFH Position: Q2 2026 in Review

SP Asset Management opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 2,286 shares worth $301K. The stake represents 0.02% of the portfolio and ranks #113 among its holdings.

393 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

SP Asset Management held 2,286 shares of Vanguard Financials ETF worth $301K as of Q2 2026.
Vanguard Financials ETF was a new SP Asset Management position in Q2 2026.
Vanguard Financials ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #113 holding.
393 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.