Vise Technologies’s Vanguard Financials ETF VFH Stock Holding History

Vise Technologies’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	$300K	Buy	+2,304	New	+$319K	﹤0.01%	1702

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

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 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

Vise Technologies's VFH Position: Q3 2026 in Review

Vise Technologies opened a new position in Vanguard Financials ETF (VFH) in Q3 2026: 2,304 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1702 among its holdings.

376 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

Vise Technologies held 2,304 shares of Vanguard Financials ETF worth $300K as of Q3 2026.
Vanguard Financials ETF was a new Vise Technologies position in Q3 2026.
Vanguard Financials ETF made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1702 holding.
376 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.