tru Independence’s Vanguard Financials ETF VFH Stock Holding History

tru Independence’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	$481K	Buy	3,700 +11	+0.3%	+$1.52K	0.21%	55
2026 Q2	$486K	Buy	3,689 +19	+0.5%	+$2.42K	0.21%	54
2026 Q1	$443K	Sell	3,670 -15	-0.4%	-$1.91K	0.22%	55
2025 Q4	$492K	Buy	3,685 +15	+0.4%	+$1.95K	0.12%	84
2025 Q3	$482K	Hold	3,670	–	–	0.13%	87
2025 Q2	$467K	Buy	3,670 +13	+0.4%	+$1.55K	0.14%	85
2025 Q1	$437K	Buy	3,657 +15	+0.4%	+$1.83K	0.14%	80
2024 Q4	$430K	Buy	3,642 +37	+1%	+$4.38K	0.14%	80
2024 Q3	$396K	Buy	3,605 +40	+1%	+$4.24K	0.12%	85
2024 Q2	$356K	Sell	3,565 -189	-5%	-$18.9K	0.11%	88
2024 Q1	$384K	Buy	3,754 +14	+0.4%	+$1.34K	0.11%	86
2023 Q4	$345K	Sell	3,740 -3,007	-45%	-$253K	0.1%	91
2023 Q3	$542K	Sell	6,747 -348	-5%	-$29.1K	0.19%	79
2023 Q2	$576K	Sell	7,095 -350	-5%	-$27.5K	0.19%	78
2023 Q1	$580K	Sell	7,445 -76	-1%	-$6.43K	0.19%	80
2022 Q4	$622K	Sell	7,521 -129	-2%	-$10.7K	0.2%	76
2022 Q3	$569K	Sell	7,650 -25	-0.3%	-$2.03K	0.2%	78
2022 Q2	$592K	Sell	7,675 -682	-8%	-$57.6K	0.19%	82
2022 Q1	$780K	Sell	8,357 -199	-2%	-$19.1K	0.21%	81
2021 Q4	$826K	Sell	8,556 -298	-3%	-$29K	0.23%	79
2021 Q3	$820K	Buy	+8,854	New	+$817K	0.23%	76
2021 Q2	–	Sell	-9,767	Closed	-$825K	–	391
2021 Q1	$825K	Buy	+9,767	New	+$779K	0.16%	133
2020 Q1	–	Sell	-12,663	Closed	-$642K	–	918
2019 Q4	$642K	Buy	+12,663	New	+$924K	0.09%	142

Other funds holding VFH

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

tru Independence's VFH Position: Q3 2026 in Review

tru Independence increased its Vanguard Financials ETF (VFH) stake by 0.3% in Q3 2026, buying an estimated $1.52K and bringing the position to 3,700 shares worth $481K. The position accounts for 0.21% of the portfolio, ranked #55.

tru Independence first reported a position in VFH in Q4 2019 and has held it in 23 quarters since. The position peaked at $826K in Q4 2021. 226 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

tru Independence held 3,700 shares of Vanguard Financials ETF worth $481K as of Q3 2026.
tru Independence bought 11 Vanguard Financials ETF shares in Q3 2026, an estimated $1.52K.
Vanguard Financials ETF made up 0.21% of tru Independence's portfolio in Q3 2026, its #55 holding.
tru Independence first reported a position in Vanguard Financials ETF in Q4 2019 and has held it in 23 quarters since.
tru Independence's Vanguard Financials ETF position peaked at $826K in Q4 2021.
226 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.