Mainsail Asset Management’s Vanguard Financials ETF VFH Stock Holding History

Mainsail Asset Management’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	$921K	Buy	6,675 +1,862	+39%	+$238K	0.36%	33
2026 Q1	$581K	Hold	4,813	–	–	0.26%	40
2025 Q4	$642K	Hold	4,813	–	–	0.28%	38
2025 Q3	$632K	Hold	4,813	–	–	0.28%	40
2025 Q2	$613K	Hold	4,813	–	–	0.38%	30
2025 Q1	$575K	Sell	4,813 -225	-4%	-$27.4K	0.39%	28
2024 Q4	$595K	Hold	5,038	–	–	0.42%	28
2024 Q3	$554K	Hold	5,038	–	–	0.41%	28
2024 Q2	$503K	Hold	5,038	–	–	0.4%	28
2024 Q1	$516K	Hold	5,038	–	–	0.42%	27
2023 Q4	$465K	Buy	+5,038	New	+$423K	0.43%	25

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mainsail Asset Management's VFH Position: Q2 2026 in Review

Mainsail Asset Management increased its Vanguard Financials ETF (VFH) stake by 39% in Q2 2026, buying an estimated $238K and bringing the position to 6,675 shares worth $921K. The position accounts for 0.36% of the portfolio, ranked #33.

Mainsail Asset Management first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Mainsail Asset Management held 6,675 shares of Vanguard Financials ETF worth $921K as of Q2 2026.
Mainsail Asset Management bought 1,862 Vanguard Financials ETF shares in Q2 2026, an estimated $238K.
Vanguard Financials ETF made up 0.36% of Mainsail Asset Management's portfolio in Q2 2026, its #33 holding.
Mainsail Asset Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mainsail Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.