SJGA
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Stephen J. Garry & Associates’s Vanguard Financials ETF VFH Stock Holding History

Stephen J. Garry & Associates’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 		$245K Sell
1,860
-365
-16% -$46.6K 0.18% 50
2026
Q1 		$269K Sell
2,225
-55
-2% -$7.01K 0.22% 46
2025
Q4 		$304K Buy
+2,280
New +$296K 0.24% 41

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
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 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
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
FGWP
Founders Grove Wealth Partners Richmond, Virginia $501M AUM 23.49% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Stephen J. Garry & Associates's VFH Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its Vanguard Financials ETF (VFH) stake by 16% in Q2 2026, selling an estimated $46.6K and leaving 1,860 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #50.

Stephen J. Garry & Associates first reported a position in VFH in Q4 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 226 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Stephen J. Garry & Associates held 1,860 shares of Vanguard Financials ETF worth $245K as of Q2 2026.
  • Stephen J. Garry & Associates sold 365 Vanguard Financials ETF shares in Q2 2026, an estimated $46.6K.
  • Vanguard Financials ETF made up 0.18% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #50 holding.
  • Stephen J. Garry & Associates first reported a position in Vanguard Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Stephen J. Garry & Associates's Vanguard Financials ETF position peaked at $304K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.