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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mainsail Asset Management's VFH Position: Q1 2026 in Review

Mainsail Asset Management held its Vanguard Financials ETF (VFH) position steady in Q1 2026 at 4,813 shares worth $581K. The position accounts for 0.26% of the portfolio, ranked #40.

Mainsail Asset Management first reported a position in VFH in Q4 2023 and has held it in 10 quarters since. The position peaked at $642K in Q4 2025. 738 funds tracked by Wall St. Rank hold VFH as of Q1 2026.

Mainsail Asset Management held 4,813 shares of Vanguard Financials ETF worth $581K as of Q1 2026.
Mainsail Asset Management left its Vanguard Financials ETF share count unchanged in Q1 2026.
Vanguard Financials ETF made up 0.26% of Mainsail Asset Management's portfolio in Q1 2026, its #40 holding.
Mainsail Asset Management first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 10 quarters since.
Mainsail Asset Management's Vanguard Financials ETF position peaked at $642K in Q4 2025.
738 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.