Wealthcare Capital Partners’s Vanguard Financials ETF VFH Stock Holding History

Wealthcare Capital Partners’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	$1.53M	Sell	11,636 -296	-2%	-$37.8K	0.63%	36
2026 Q1	$1.44M	Buy	11,932 +91	+0.8%	+$11.6K	0.68%	32
2025 Q4	$1.58M	Buy	11,841 +51	+0.4%	+$6.62K	0.74%	30
2025 Q3	$1.55M	Buy	11,790 +348	+3%	+$45.1K	0.71%	27
2025 Q2	$1.46M	Buy	11,442 +405	+4%	+$48.3K	0.73%	28
2025 Q1	$1.32M	Buy	11,037 +336	+3%	+$40.9K	0.68%	26
2024 Q4	$1.26M	Buy	+10,701	New	+$1.27M	0.66%	26

Other funds holding VFH

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return