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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
Q3 		$443K Buy
3,355
+1
+0% +$139 0.01% 629
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

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TNAM
Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $281M AUM 18.59% 1-Year Est. Return

Wedmont Private Capital's VFH Position: Q3 2026 in Review

Wedmont Private Capital increased its Vanguard Financials ETF (VFH) stake by 0.03% in Q3 2026, buying an estimated $139 and bringing the position to 3,355 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #629.

Wedmont Private Capital first reported a position in VFH in Q4 2021 and has held it in 20 quarters since. The position peaked at $466K in Q3 2025. 50 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Wedmont Private Capital held 3,355 shares of Vanguard Financials ETF worth $443K as of Q3 2026.
  • Wedmont Private Capital bought 1 Vanguard Financials ETF share in Q3 2026, an estimated $139.
  • Vanguard Financials ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #629 holding.
  • Wedmont Private Capital first reported a position in Vanguard Financials ETF in Q4 2021 and has held it in 20 quarters since.
  • Wedmont Private Capital's Vanguard Financials ETF position peaked at $466K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.