MAS Advisors’s Vanguard Financials ETF VFH Stock Holding History

MAS Advisors’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
2025 Q1	–	Sell	-2,549	Closed	-$301K	–	72
2024 Q4	$301K	Sell	2,549 -2,518	-50%	-$298K	0.5%	53
2024 Q3	$557K	Hold	5,067	–	–	1.19%	27
2024 Q2	$506K	Hold	5,067	–	–	1.21%	27
2024 Q1	$519K	Hold	5,067	–	–	0.6%	36
2023 Q4	$467K	Hold	5,067	–	–	0.61%	36
2023 Q3	$407K	Hold	5,067	–	–	0.58%	40
2023 Q2	$412K	Sell	5,067 -7,005	-58%	-$550K	0.57%	38
2023 Q1	$940K	Buy	12,072 +657	+6%	+$55.6K	0.92%	34
2022 Q4	$944K	Buy	11,415 +359	+3%	+$29.7K	0.89%	34
2022 Q3	$823K	Buy	11,056 +4,559	+70%	+$371K	0.55%	45
2022 Q2	$501K	Buy	6,497 +2,453	+61%	+$207K	0.45%	47
2022 Q1	$386K	Buy	4,044 +496	+14%	+$47.5K	0.3%	60
2021 Q4	$343K	Buy	+3,548	New	+$346K	0.25%	67

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

MAS Advisors's VFH Position: Q1 2025 in Review

MAS Advisors sold out of Vanguard Financials ETF (VFH) in Q1 2025, closing a stake of 2,549 shares — an estimated $301K sold.

MAS Advisors first reported a position in VFH in Q4 2021 and held it in 13 quarters. The position peaked at $944K in Q4 2022. 700 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

MAS Advisors reported no remaining Vanguard Financials ETF position as of Q1 2025 after selling out during the quarter.
MAS Advisors sold 2,549 Vanguard Financials ETF shares in Q1 2025, an estimated $301K.
MAS Advisors first reported a position in Vanguard Financials ETF in Q4 2021 and held it in 13 quarters.
MAS Advisors's Vanguard Financials ETF position peaked at $944K in Q4 2022.
700 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

Based on MAS Advisors's 13F filing for Q1 2025, filed 14 May 2025.