Mascagni Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

Mascagni Wealth 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	$255K	Hold	1,934	–	–	0.16%	122
2026 Q1	$234K	Hold	1,934	–	–	0.17%	117
2025 Q4	$258K	Hold	1,934	–	–	0.19%	104
2025 Q3	$254K	Sell	1,934 -113	-6%	-$14.6K	0.2%	105
2025 Q2	$261K	Hold	2,047	–	–	0.22%	97
2025 Q1	$245K	Hold	2,047	–	–	0.24%	100
2024 Q4	$245K	Buy	+2,047	New	+$242K	0.24%	100

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

Mascagni Wealth Management's VFH Position: Q2 2026 in Review

Mascagni Wealth Management held its Vanguard Financials ETF (VFH) position steady in Q2 2026 at 1,934 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #122.

Mascagni Wealth Management first reported a position in VFH in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q2 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Mascagni Wealth Management held 1,934 shares of Vanguard Financials ETF worth $255K as of Q2 2026.
Mascagni Wealth Management left its Vanguard Financials ETF share count unchanged in Q2 2026.
Vanguard Financials ETF made up 0.16% of Mascagni Wealth Management's portfolio in Q2 2026, its #122 holding.
Mascagni Wealth Management first reported a position in Vanguard Financials ETF in Q4 2024 and has held it in 7 quarters since.
Mascagni Wealth Management's Vanguard Financials ETF position peaked at $261K in Q2 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.