Toth Financial Advisory’s Vanguard Financials ETF VFH Stock Holding History

Toth Financial Advisory’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	$13.8K	Hold	105	–	–	﹤0.01%	552
2026 Q1	$12.7K	Hold	105	–	–	﹤0.01%	533
2025 Q4	$14K	Hold	105	–	–	﹤0.01%	514
2025 Q3	$13.8K	Hold	105	–	–	﹤0.01%	507
2025 Q2	$13.4K	Hold	105	–	–	﹤0.01%	462
2025 Q1	$12.5K	Sell	105 -57	-35%	-$6.95K	﹤0.01%	443
2024 Q4	$19.1K	Hold	162	–	–	﹤0.01%	400
2024 Q3	$17.8K	Sell	162 -150	-48%	-$15.9K	﹤0.01%	401
2024 Q2	$31.2K	Buy	312 +150	+93%	+$15K	﹤0.01%	341
2024 Q1	$16.6K	Hold	162	–	–	﹤0.01%	403
2023 Q4	$14.9K	Hold	162	–	–	﹤0.01%	418
2023 Q3	$13K	Sell	162 -230	-59%	-$19.2K	﹤0.01%	418
2023 Q2	$31.8K	Buy	392 +230	+142%	+$18.1K	﹤0.01%	323
2023 Q1	$12.6K	Sell	162 -20	-11%	-$1.69K	﹤0.01%	431
2022 Q4	$15.1K	Hold	182	–	–	﹤0.01%	406
2022 Q3	$14K	Buy	+182	New	+$14.8K	﹤0.01%	415

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Toth Financial Advisory's VFH Position: Q2 2026 in Review

Toth Financial Advisory held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 105 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Toth Financial Advisory first reported a position in VFH in Q3 2022 and has held it in 16 quarters since. The position peaked at $31.8K in Q2 2023. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Toth Financial Advisory held 105 shares of Vanguard Financials ETF worth $13.8K as of Q2 2026.
Toth Financial Advisory left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #552 holding.
Toth Financial Advisory first reported a position in Vanguard Financials ETF in Q3 2022 and has held it in 16 quarters since.
Toth Financial Advisory's Vanguard Financials ETF position peaked at $31.8K in Q2 2023.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.