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 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

AIC

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

CWM

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

CMA

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

TCOO

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

MPWT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

Welch Group's VFH Position: Q2 2026 in Review

Welch Group reduced its Vanguard Financials ETF (VFH) stake by 2% in Q2 2026, selling an estimated $4.85K and leaving 1,903 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #276.

Welch Group first reported a position in VFH in Q3 2024 and has held it in 8 quarters since. The position peaked at $259K in Q4 2025. 311 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Welch Group held 1,903 shares of Vanguard Financials ETF worth $250K as of Q2 2026.
Welch Group sold 38 Vanguard Financials ETF shares in Q2 2026, an estimated $4.85K.
Vanguard Financials ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #276 holding.
Welch Group first reported a position in Vanguard Financials ETF in Q3 2024 and has held it in 8 quarters since.
Welch Group's Vanguard Financials ETF position peaked at $259K in Q4 2025.
311 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.