Wedmont Private Capital’s Vanguard Financials ETF VFH Stock Holding History

Wedmont Private Capital’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	$458K	Buy	3,354 +28	+0.8%	+$3.57K	0.01%	579
2026 Q1	$418K	Buy	3,326 +215	+7%	+$27.4K	0.01%	557
2025 Q4	$422K	Sell	3,111 -444	-12%	-$57.7K	0.01%	531
2025 Q3	$466K	Hold	3,555	–	–	0.02%	483
2025 Q2	$455K	Sell	3,555 -628	-15%	-$74.9K	0.02%	454
2025 Q1	$465K	Buy	4,183 +704	+20%	+$85.8K	0.02%	403
2024 Q4	$402K	Sell	3,479 -586	-14%	-$69.3K	0.02%	451
2024 Q3	$445K	Buy	4,065 +2	+0%	+$212	0.03%	391
2024 Q2	$418K	Buy	4,063 +2	+0%	+$200	0.03%	391
2024 Q1	$409K	Buy	4,061 +1	+0%	+$96	0.03%	371
2023 Q4	$376K	Buy	4,060 +2	+0%	+$168	0.03%	371
2023 Q3	$325K	Hold	4,058	–	–	0.03%	351
2023 Q2	$337K	Hold	4,058	–	–	0.04%	352
2023 Q1	$314K	Buy	4,058 +332	+9%	+$28.1K	0.04%	332
2022 Q4	$319K	Sell	3,726 -124	-3%	-$10.2K	0.05%	318
2022 Q3	$287K	Sell	3,850 -7	-0.2%	-$569	0.06%	258
2022 Q2	$298K	Sell	3,857 -105	-3%	-$8.87K	0.06%	237
2022 Q1	$368K	Buy	3,962 +1,190	+43%	+$114K	0.08%	194
2021 Q4	$281K	Buy	+2,772	New	+$270K	0.09%	182

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

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

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return