Planning Strategies Inc.’s Vanguard Financials ETF VFH Stock Holding History

Planning Strategies Inc.’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	$325K	Buy	+2,473	New	+$316K	0.2%	52

Other funds holding VFH

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

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

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

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

Cambridge Investment Research Advisors

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

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

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Strategies Inc.'s VFH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard Financials ETF (VFH) in Q2 2026: 2,473 shares worth $325K. The stake represents 0.2% of the portfolio and ranks #52 among its holdings.

288 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Planning Strategies Inc. held 2,473 shares of Vanguard Financials ETF worth $325K as of Q2 2026.
Vanguard Financials ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard Financials ETF made up 0.2% of Planning Strategies Inc.'s portfolio in Q2 2026, its #52 holding.
288 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.