Welch Group
VFH icon

Welch Group’s Vanguard Financials ETF VFH Stock Holding History

Welch Group’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 		$472K Buy
3,631
+1,728
+91% +$240K 0.02% 200
2026
Q2 		$250K Sell
1,903
-38
-2% -$4.85K 0.01% 276
2026
Q1 		$234K Buy
1,941
+2
+0.1% +$255 0.01% 267
2025
Q4 		$259K Buy
1,939
+67
+4% +$8.7K 0.01% 258
2025
Q3 		$246K Buy
1,872
+2
+0.1% +$259 0.01% 260
2025
Q2 		$238K Buy
1,870
+2
+0.1% +$238 0.01% 240
2025
Q1 		$220K Buy
1,868
+3
+0.2% +$366 0.01% 234
2024
Q4 		$220K Buy
1,865
+7
+0.4% +$828 0.01% 241
2024
Q3 		$204K Buy
+1,858
New +$197K 0.01% 254

Other funds holding VFH

Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Trust Company of Oklahoma
Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Searcy Financial Services
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

Welch Group's VFH Position: Q3 2026 in Review

Welch Group increased its Vanguard Financials ETF (VFH) stake by 91% in Q3 2026, buying an estimated $240K and bringing the position to 3,631 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #200.

Welch Group first reported a position in VFH in Q3 2024 and has held it in 9 quarters since. 313 funds tracked by Wall St. Rank hold VFH as of Q3 2026.

  • Welch Group held 3,631 shares of Vanguard Financials ETF worth $472K as of Q3 2026.
  • Welch Group bought 1,728 Vanguard Financials ETF shares in Q3 2026, an estimated $240K.
  • Vanguard Financials ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #200 holding.
  • Welch Group first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 9 quarters since.
  • 313 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.