MFG
VFH icon

Magnus Financial Group’s Vanguard Financials ETF VFH Stock Holding History

Magnus Financial 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 		$1.63M Buy
12,374
+21
+0.2% +$2.68K 0.12% 119
2026
Q1 		$1.49M Buy
12,353
+11
+0.1% +$1.4K 0.12% 120
2025
Q4 		$1.65M Sell
12,342
-99
-0.8% -$12.9K 0.13% 132
2025
Q3 		$1.63M Sell
12,441
-43
-0.3% -$5.57K 0.13% 126
2025
Q2 		$1.59M Buy
12,484
+26
+0.2% +$3.1K 0.14% 117
2025
Q1 		$1.49M Buy
12,458
+15
+0.1% +$1.83K 0.14% 116
2024
Q4 		$1.47M Buy
12,443
+937
+8% +$111K 0.14% 118
2024
Q3 		$1.26M Buy
11,506
+104
+0.9% +$11K 0.13% 122
2024
Q2 		$1.14M Sell
11,402
-225
-2% -$22.5K 0.13% 123
2024
Q1 		$1.19M Buy
11,627
+74
+0.6% +$7.1K 0.14% 118
2023
Q4 		$1.07M Sell
11,553
-706
-6% -$59.3K 0.14% 118
2023
Q3 		$985K Buy
12,259
+67
+0.5% +$5.6K 0.14% 113
2023
Q2 		$990K Sell
12,192
-349
-3% -$27.4K 0.14% 113
2023
Q1 		$977K Sell
12,541
-316
-2% -$26.7K 0.15% 116
2022
Q4 		$1.06M Buy
12,857
+7,119
+124% +$588K 0.17% 101
2022
Q3 		$427K Sell
5,738
-132
-2% -$10.7K 0.08% 154
2022
Q2 		$453K Buy
5,870
+49
+0.8% +$4.14K 0.08% 156
2022
Q1 		$544K Sell
5,821
-2
-0% -$192 0.09% 155
2021
Q4 		$562K Sell
5,823
-534
-8% -$52K 0.11% 132
2021
Q3 		$589K Buy
6,357
+708
+13% +$65.3K 0.12% 113
2021
Q2 		$511K Buy
5,649
+293
+5% +$26.5K 0.11% 124
2021
Q1 		$453K Buy
5,356
+136
+3% +$10.8K 0.11% 122
2020
Q4 		$380K Sell
5,220
-1
-0% -$66 0.04% 181
2020
Q3 		$305K Sell
5,221
-103
-2% -$6.12K 0.04% 192
2020
Q2 		$305K Sell
5,324
-75,640
-93% -$4.2M 0.03% 343
2020
Q1 		$4.11M Buy
80,964
+6,332
+8% +$431K 0.56% 22
2019
Q4 		$5.69M Buy
74,632
+31,865
+75% +$2.33M 0.81% 16
2019
Q3 		$2.99M Buy
42,767
+853
+2% +$58.9K 0.56% 20
2019
Q2 		$2.89M Buy
41,914
+4,825
+13% +$327K 0.56% 23
2019
Q1 		$2.39M Buy
37,089
+2,837
+8% +$184K 0.49% 26
2018
Q4 		$2.03M Buy
+34,252
New +$2.22M 0.54% 24

Other funds holding VFH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Magnus Financial Group's VFH Position: Q2 2026 in Review

Magnus Financial Group increased its Vanguard Financials ETF (VFH) stake by 0.17% in Q2 2026, buying an estimated $2.68K and bringing the position to 12,374 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #119.

Magnus Financial Group first reported a position in VFH in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.69M in Q4 2019. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

  • Magnus Financial Group held 12,374 shares of Vanguard Financials ETF worth $1.63M as of Q2 2026.
  • Magnus Financial Group bought 21 Vanguard Financials ETF shares in Q2 2026, an estimated $2.68K.
  • Vanguard Financials ETF made up 0.12% of Magnus Financial Group's portfolio in Q2 2026, its #119 holding.
  • Magnus Financial Group first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's Vanguard Financials ETF position peaked at $5.69M in Q4 2019.
  • 759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.